@Samantha Isin‚ this is what we are doing currently (groups and layout templates), so good to hear we're not the only ones. Support recommends using Companies and the "only visible within Company" setting in layout templates. We sometimes need some cross-company work, in which case Support recommend...

Is there a proper/recommended way to separate the data of two groups/companies/divisions of data in the same instance? For example, if I want Marketing and Sales to both use our WF instance, but they never want to see each other's data: projects, requests, tasks, etc. for convenience and security re...

If a WF project results in tangible assets destined for a DAM, the company assigns material numbers for us to use, which we then use to track the assets. However, the actual file names can be kinda loosely named while in WF because as long as they are in the project the name doesn't matter much. If ...

Please share back to us if you figure this out!

Good examples, thanks!

So it will just pop everything on the bottom? What if there are custom forms on the template?

Perfect, just what I was hoping for!

For us: Teams are for assignments around a shared pool of the same role. For example, to assign to Proofreading without assigning to a specific user because we literally aren't sure who will be grabbing the task or more than one Proofreader might work on it. Teams are also used to create groups of p...

So…we create project from templates, and I understand that part. But what exactly is the Attach Template feature about for projects that are already created? What does it do? What happens to tasks already on the project? What about custom forms? I haven't seen clear descriptions of the feature's b...

I know the tedious, endless, nested-if solution to this, but wondered if there is an easier way. Does WF have a construct/conditional for calculated fiends that would do this: IF fieldName is ANYOF (A, B, C) then output "Cat"ELSEIF fieldName is ANYOF (X, Y, Z) then output "Ferret"ELSEIF fieldName is...