@AnnaHolder it's typical to have a column that is the equivalent of complete and the cards go there when in a complete status. Then you can archive them X days/weeks after the card moves to the completed column.
Do you have the related quote info in a task custom form? If you have the value you want in a task custom form field, you can create a task filter based on the value of that form field...if you don't, you can use a task name 'contains' and make sure those 4 tasks have a unique naming that would fall...
There is a long-standing frustration with proofs that oftentimes approvers will make a comment in a proof but not make a decision. It would help to not let the person close a proof after making a comment without marking a decision IF they are an approver or reviewer/approver on the proof and are no...
Hi, yes you can certainly do this in bulk. Pull the projects you need to share in a project report (or select them all from within the portfolio or program if they're in the same one). Then select all > click the share icon to adjust access for all.
@MarizelMi & @RandyRoberts I've seen elsewhere in XL that once you're on admin console those 'automatically log users out after' settings go away, as you see in your screenshot @MarizelMi. Interesting and not great to hear that instead it asks users to sign in throughout the day. Agree with Randy to...