IF the workflows are locked down, you could share the proof, click on Proof Workflow, the 3 dots to share then fill in and it creates another stage for you and sends out the proof.    

Linda, you would update the pre-determined/automated workflow to add another stage after the copywriter review that sends to "Dave" as review/approver so he's notified.  You'll see a button to Add Stage.    

In my case above this is the user kickstart export so each row is a user.  We only have one custom form we use for all users which is that 611.... number under the CategoryID.  The CategoryID is the custom form we need to add to each user when we upload them.  So I went under System->Import Kickstar...

John, Here's an example I had using the User kickstart template when we needed to add some users.  We have a custom form we needed to attach to each user profile with some custom fields we needed to have filled out.  You need to have the ID of your custom form under the setCategoryID and you can sim...

That's been an issue for sometime.  We have our teams turn ppt into PDFs as you can see notes that way when you save it.

Should you want to set up time to see how it works, ask questions, and understand how the tasks in the master template, connect to an issue and that issue connected to a project plan (from a template).  Reach me at kurt.jones@jpmorgan.com

Jerflo7, this looks great, intuitive and simple, all I can say

Unfortunately that is the only method you can use to do this and the 200 limit is the limit as this point in time.  You can really only pin dashboard related items so your report in the dashboard is the only option which you've already tried.

I'm not sure if this is unique or different.  We have a specific department in marketing that focuses on presentations and proposals for prospective clients.  There is typically a Lead person assigned to that client and the proposals could be for any of 4 regions (North America, Latin America, EMEA,...

I love seeing all the great content and idea sharing that happens here.  I have tried to "like" posts that help over the past couple and days and nothing happens.  I have been able to click Like and have it register but something seems to have changed.  Is anyone else experiencing this?  (I may just...