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WendyWh
WendyWh
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  • Thank you for your responses. Skye, it is a custom field. The original field we tried was a text field, the one I listed was a checkbox. Following Doug's train of thought, I changed our original field from a text field to a currency field. This did not move it to the options for the Y-axis. I delete...

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  • I spoke to a Product Specialist at LEAP and she confirmed that for right now it would only integrate with Outlook 365. She recommended posting to the Idea Exchange for on-premise/non-cloud versions as she had heard this from many others. I checked yesterday and didn't see that anyone had added it, s...

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  • One of the questions we have regarding the integration revolves around projects and I haven't seen it addressed in any of the documentation and hoping someone could help. Do you open independent projects in both applications for a project and then create issues/tasks in the WF project to be synced t...

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  • We are looking to use Group Administration capabilities for the System Admins we are having their license access dropped down. Currently we have too many system admins and need to start limiting access to the configuration. The new Group Administration capabilities will give us an access level that ...

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  • Thank you! I found that and tried it, but the burn down chart wasn't didn't work. I thought I was doing something wrong. I appreciate the help. Wendy White AmeriCredit Financial Services, Inc. dba GM Financial

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  • Thanks for the tip! I reached out to our consultant as well and his solution was: Custom task fields DE:tasks:fieldName="value" DE:tasks:fieldName_Mod=in With "fieldName" on the first line being replaced with the name of the field on the custom form and "value" being replaced with what value t...

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  • Has anyone tested the Filter System Updates feature? The video on this change was slightly disjointed and glazed over very quickly, however it's something our team is interested in. If I understand it correctly, you turn off the System Updates in one project and it will that way in all projects unti...

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  • We have had similar conversations that led to a rabbit hole of trying to figure out our options for different messaging. Lucas, where did you change the wording? I'd love to dig a bit deeper and provide our team a solution. :) Wendy White AmeriCredit Financial Services, Inc. dba GM Financial

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  • This is perfect! Thank you so much. :) I'm finding that we have a lot of pending approvals that are on closed projects (don't ask). So I'm trying to add project status criteria. Since my report is a document approval report, adding the project status is not an option using the quick filters. I've ...

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  • If it's not too late to sign up, I'd be interested in helping. Thanks, Wendy

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