Have you installed the plug-in for that particular in-box?
@TammyWe for the 4-digit number, we used the same process that we use
for campaign number for a long time... we created a report of all
non-campaign projects - then used that report to manually assign the
next campaign number. With the project number column sorted descending,
with the highest number (and those with no number) at the top, it was
easy to assign the next number right in the report. we'd add it to that
field and to the project name right from the report. We did have 1
@KatharineSu Since all our campaigns have a particular custom form, we
can pull a report of all campaign projects - we use that report to
manually assign the next campaign number. We use a 3-digit campaign
number, so whatever that next 3-digit number is gets assigned to a
campaign needing a number. We include a column on the report for that
number, so it can be filled in right there on the report, then also
added to the project name. ALL of our projects also have a form which
contains fields for...
The first thing that comes to my mind is the template's "Scheduled From"
setting. If you go into the More menu > edit, on your templates are they
"Scheduled From" start date or completion date? We've tried our
templates both ways and did have a lot of tasks scheduled in the past
when scheduling from completion date if there wasn't enough time for all
the tasks between today and that completion date. Adjusting task
durations will bring those past dates current. But also be sure you have
a column ...
It would be fabulous if any days entered into the schedules also showed
on user time-off calendars, ideally in a different color than user
time-off. Another great feature related to this would be if those days
could be pulled into any calendars. We currently set up a project with
the holidays as tasks in addition to adding them to schedules, just so
we can pull them into calendars.
I generally like this idea but would absolutely need the ability for Sys
Admin or PM to be able to unlock the issue to make changes. We do run
into instances, more often than you would think, where we want to update
both the resolving project and the issue. I'd even be fine with Sys
Admin ability to unlock, then anyone to make changes, and Sys Admin to
On those further out tasks, are there predecessors that need to be done
before those tasks are ready to start? And do the team members have the
filter on Home for "Not Ready" tasks un-checked so it only shows what is
actually ready for them to start? I have a lot of recurring tasks built
out for the year for myself (weekly, monthly, and quarterly tasks) and
keep my Worklist narrowed down by using predecessors so next week's task
isn't ready to start until this week's task is complete. So by show...