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Madalyn_Destafney
Madalyn_Destafney
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  • Hi there, if you add to-dos from the Home to-dos widget, which are stored as personal tasks in WF, they won't show in Priorities (and even if you go directly to the personal project and add a task, won't show in Priorities). So just a note when wanting to use Priorities for that. The only one that s...

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  • Hi there, have you considered using Agile workflows/settings for them? You can set sprints/iterations, and associate XYZ tasks with sprints. You're able to choose to have the task/issue in the sprint adopt the sprint completion or not.  Here's more on iterations, here's more on configuring various t...

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  • You're correct that if you select an option as the default answer, anywhere that field is used will carry that same default, the same behavior about any other properties of the field.  Have you looked into adding validation language to the field? Validation was something released earlier this year, ...

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  • When publishing a queue, you have the option to make it visible to those with view access to the queue project, sounds like that's what you want (and you'd of course share it with that team/user).  

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  • Hi, I'm sure this can be automated if you have Fusion. Natively, there is not a way to do this. Here are two workarounds:1. Create recurring tasks. If your requests are just going to be converted to tasks, you could skip that and just set up recurring tasks in a project.  2. If you don't want recurr...

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  • So if you want a line break in a text or paragraph field of a report, right? Just hitting enter works...

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  • If you want to search proof comments, you could do a Note report with a filter for contains 'proof comment' since all proof comments are actually Notes and always start with 'proof comment' (and add other necessary filters in addition to this). If you're wanting to search content within the proof it...

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  • Hi Justin, do you have it published as a help request queue? Go to the project of the queue/where requests will go > Queue Details in left panel > Publish as Help Request Queue If your last question is about routing rules, go to Routing Rules in the project's left panel and go from there. More on ro...

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  • Whatever access a user has on an object is applied anywhere, the access they on a task is the same in My Mentions or in the task itself. Interesting that they can't add updates on a task, users with View access usually can still make updates on a task they have access to. They just can't do things l...

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  • I would direct them to click the object from My Mentions where the comment is they want to reply to, and reply from there. I'm not seeing this as an issue in Updates directly within an object. When making an update there, the Submit button shows grey on default but turns blue/active as soon as you s...

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