I’ve definitely found a ton of help with governance in the access levels and layout templates. Even just hiding things so that they can’t find them because I can’t restrict their access down to nothing has been helpful. For example, our international teams are so beyond lost when it comes to Workfro...

I can’t find an answer to this anywhere except an old idea from 2017 that stated you can’t control who can edit teams! Would love a current answer here as well

When creating custom fields in custom forms I always specify the name of the field with the name of the team the custom field is for and then a hyphen following by a description of the field if that field is unique to that custom form. Standard fields on all forms are just called due date, language...

First thing I did was create a custom form for all these projects. I created 1 dropdown field called Flashcard Status and added the 17 steps as options. Then I created 17 other dropdowns – one for each stage with the default choice 1 and choice 2. Then I applied the custom form to all the projects...

Both. I have 1 field with 17 dropdowns and 17 fields with yes/no. The 17 fields don't have any function other than to be a placeholder for the column. All the data and automation deals with the 1 field with 17 options. Sorry if that was a wee bit confusing! If you like I'm happy to jump on a call t...

@Kyna Baker - inactive‚ I'm missing seeing the text under the heading of each question - it eliminates the capacity to scroll through and read each question on one page. Am I missing something? Is there a way to have all the posts open and scroll through them on the same page?

All they do is change the flashcard status on the report! The dots autofill because of the column rules on them and the column rule follow the flashcard status. See the screenshot below for an example. The logic was a tad bit tricky, but once I got it figured out all was well. It's only ever the t...

Ok, I don't know how helpful this will be, but we have a similar type project, and here's how we managed it: We're currently creating over 100 product flashcards with 100 different due dates. Our projects each represent a deliverable so we have 100 total projects. Each flashcard has 17 steps (I kno...

In the queue details of your request queue, you can set a default duration for all of the requests that come in. If you set it to 3 all the requests planned completion dates will automatically calculate to be +3 days from the entry date of the request. See here under 'Default Duration' a little mor...

We're also very particular with our layout templates. Esp. filters, views, groupings to keep seeing only what they need to see.