I would add an ability to SORT search results.

My answer was also to use the Expenses object. I made a custom form as Expense type attached to each project and then I created a report with all the fields and we are able to fill in the expenses for each project right in the report. I haven't done it for requests and am not sure you can enter mult...

One thing to look for is the sharing rights of the projects she is working on. Somehow this is always the answer whenever I have this same problem. Play around with which groups, teams, companies and people are shared and the access the sharing allows them. One piece of advice I had at the beginning...

In the Setup area in Custom Forms you create forms using fields that already exist, and you can make your own fields. This is how the people submitting a request give you the exact information you require to respond to the request. Then you can attach the forms to the requests in the Queue Setup. I...

Hi I’m not sure what you mean by sections, but I find the best way to organize requests is by “category.” Each category is defined by the form the user submits with the request. So even if the form is the same for creative services and email (for example) I would duplicate the form and rename it so ...

Here’s how I would do it .. After the first team finishes the issue they would @ tag the planner to turn it into a project. The form travels from the issue to the project. The last step is a task assigned to that team, and it is triggered to start when the predecessor task is finished. You don’t h...

This happens when the person who sent you the link to the proof didn’t actually “share” the proof with you ie they “send an email” instead of “share the proof” (the actual words are different I can’t remember exactly the phrase). Therefore you are not recognized as an authorized viewer of the proof...

For one of my groups I have recently developed a new way to handle this. They prefer fewer projects to manage so instead of breaking one campaign into multiples I created a template that has a section for each type of asset in a campaign (ie email, advertising, social media, print , video). When the...

Hi That’s not a dumb answer and I feel like mine is a dumb question! The only thing that is checked is “Tasks” and everything else is unchecked. So it’s showing me only completed tasks from the last couple of weeks and nothing else. I can’t figure it out. I guess I have to call..

Admittedly I don't use Home very often but I looked at it today and the only thing it shows are completed tasks. None of the tasks I have due this week or next week are anywhere to be found. I can't for the life of me figure out what is going wrong. I have 3 tasks that are overdue that aren't anywhe...