Thanks so much, worked beautifully after I added the portfolio I was targeting. 

Hi Skye! I'm trying to do something similar and found this thread. I'm trying to get a list of active programs in 1 portfolio that have NO projects. In a program report, know I'd need some kind of text mode for true/equals, but what about NOT Exists instead of the usual EXISTS? is it like the below?...

Aha it's a browser setting. If you use Chrome for example, in Chrome Settings > Languages, there is a setting you can turn on for basic or enhanced spellcheck. I'm sure any browser has this kind of setting, check that out.

Under the Action Needed section of email notifications, there's one called 'I need to approve a document'. If you don't see that, then it isn't enabled from either the global level or at your Home Group level. But if you're on the updated unified approvals method, they may come automatically regardl...

Hi there, not sure I'm following. If you're asking if you can templatize the Updates section so it always has certain text there to fill in/add to, that is not possible. Maybe with Fusion, not sure, but not natively possible.

Hi there, not sure if this will work for you but I have this text mode for a project report where I was trying to find document folders with a particular name. If your doc/sharepoint folder has consistent naming or at least partially consistent (since this works with 'contains'), give it a go after ...

You have the ability to do some formatting in Updates, they are shown once you go to make one, screenshot attached. Changing color is not one of the options but you have others:  

Hi there, auto-correct isn't an option in Workfront. When you are tying an Update, you do get the red underline if something is misspelled but that's as far as it goes.

I'd try adding all 3 forms to the template(s) not just the first one. Even though there won't be data in 2 of them until it's converted, you can have them there in the order you want on the template and the converted info will fill into the custom forms there to receive the same info. I haven't test...

No, unfortunately there isn't something like a card template for Board cards. You have the right idea to copy a similar card.