And for those of you that are API users - you can use the API to remove tasks from the template based on what they've selected. We have code in the template task name that includes an IF statement to determine whether to keep that task when the project is created. For example, if the new hire doesn'...

Hi Miranda, I think you're on the right track. I assume a status of Queue equates to Current? If not, you probably need it to (or just use Current). Otherwise staff won't see the tasks or issues. We use Current but use a naming standard to identify the project as a holding project. We call them XXX ...

Hi Mavis, That would definitely be company specific as you may want to know things that we wouldn't care about. But here are some basics that we use that might also apply to you (assuming you're trying to create tasks for IT and maybe some others to onboard someone): · Name · Preferred Name · Model ...

Hi Roy, You would actually do Task Reports (and display the Project Name in the View) - Tasks Completed Last Week & Tasks Scheduled for This Week (which includes any past open tasks). Screen shots show the filters of each report. You would add additional filters: · By a certain Project Owner, or cre...

Aw, I didn't see this one when I replied. You beat me to it  .

Hi Catherine & Lauren, That's certainly a great solution (and probably one I would choose as well so I can track and update that buffer). But for others this might help save you some heartburn on the Lags. I believe the issue here is WF doesn't like a Lag stated in Weeks (w). I think it'll work if y...

Hi Vicky, The Team ID is a different field than the Assigned To ID. Even though they both show up under an Assignment column they are two different fields. Take a look for Team ID in that Task. It's referring to the assigned team.

Hi Catherine, Can you provide a screen shot that includes the Predecessor and Task Constraint columns? I just did something similar and might be able to help if I can see it.

Hi Ashley, What we've done in those situations is create a new WF ID and in the email address of the profile enter an email Distribution List (DL) that contains the multiple addresses. Hope that helps.

Thanks Doug! Actually we dreamed up another solution that works. So we don't NEED to do this. If you already had something I'm sure it would still be useful down the road, but I don't want you to burn any cycles on my account. I just found a different way to solve my problem and successfully tested ...