Hi, does anyone know of a quick way to clean up old "approvals I've submitted" that recipients never approved? There are a ton of old one's cluttering our dashboards and it will take forever to go in each project to remove them. Thanks so much!!!
(preferably) update my existing custom form. Does anyone know if and how existing projects will be affected if I just update the form we currently use? My concern with creating a new form is that our PMs mostly copy projects as opposed to opening new ones from a template and if that's the case th...
together and recurring as opposed to the individual copy, design, review and deploy tasks being grouped together when set to recurring . I hope this makes sense. Thanks
works great. However, I am unable to create an editable notes field to a task report. If I bring the project status notes field into the task report it's not editable nor does it serve any purpose except to display the last status note made to the project. We are currently working in the New Exper...
the PDF only provides and option to print the document (when we right click). But neither bring us to the proofing tool in the event we want to make edits nor provide an option to download the document when we need to email it to someone. The only way we can access the proofing tool is to link to th...
to print the document. But neither bring us to the proofing tool in the event we want to make edits or download the document. The only way we can access the tool is to link to the project, go to the documents tab and then search through several documents in the project to assure we are looking at th...
getting several complaints about the time it take to navigate back to that sub folder to review other proofs, especially when there are several folders in the documents tab. Has anyone else notice this? Thanks,
Having the project name visible maintains visibility to what project the task is associated with and provides easier access tor the team since most don't need to know or care what portfolio their project is related to.