@Luke Ramlow‚ are you able to share your implementation onboarding task list - or the highlights of it? Or does the screenshot in the slide deck show the majority of the tasks?
We recently implemented another group into our instance where we were very conscious of adding an acronym to all those objects as well - learning as we go with governance :) But for the custom fields, I put the acronym in the field name and left it off the field label. It felt like this would leave ...
I also really like the dashboard this kick-start creates for a quarterly review. I've also added some extra reports to that dashboard that are specific to our use.
Another question from last week's webinar: How does "Role" fit in with Groups and Teams? Can you give an example? Roles work very much the same as Groups and Teams. You can share objects with a role the same as sharing with a group or team.For our team we want all project managers to have access to ...
One of the questions from last week's webinar was: You mentioned a limit of 100 in object sharing. If you are using groups or teams in sharing does that help get around that limitation or does a group of 100 users count as 100 shared? Yes, using groups or teams is a great way to get around that limi...
For us, no, no matter how a project is being created users should ALWAYS use a template. All of our various groups have templates, even if that template has no tasks, it still has other data that is needed to ensure accurate reporting.
Yes, project managers can select our "No Tasks" template either from the New Project creation area or when converting an issue to a project.Ideally we only want them using a template to ensure all projects have the necessary forms attached (this is crucial to accurate reporting)fields that we have f...