We are interesting in a feature like this but would also appreciate being able to change a template. Sometimes we convert to a project and then realize we really needed a different template applied. We can update the tasks but since we report off the template applied to better understand all the nua...

I am wondering if there is any new consideration for this functionality. I did see new posts about this in the community and I get asked about this almost daily from my users. We are struggling with the large volume of work that comes through our system and no way to have a consistent numbering sche...

My organization would benefit from having more options when generating a project details report:Choose whether or not the cover sheet of the report is needed. The data on the cover sheet isn't useful to us. This could also be placed in a header or footer record and save a sheet of paper. Have a cond...

We spoke with our customer success manager this past week about this same issue. We have 80,000 users in our system being that we are a large institution and needed to front load users to make them available to our admin assistants that enter requests on behalf of doctors and high-level administrato...

We often have projects where specific tasks in the workflow are not always needed or we may discovered they are needed half-way through a project. In these cases, we would like the ability to have pre-set steps in our Workflow template that would only be activated when needed. For instance, we somet...

My organization often works with customers in person or online and then someone internally will submit work on their behalf. Being that the system recognizes the person logged in as the requestor, we are automatically tied to the request. We do not want our staff listed as the requestor or contact, ...

My organization would benefit greatly from this type of enhancement. We have customers the need to submit multiple requests that are very similar.

My organization is challenged greatly by the inability to copy the initial requestor and contact over to the project when converting. These are key fields for our users and we need this information in order to work with our customers. We have been using the sponsor field to add in the primary contac...

This is urgently important to my organization. This was a huge disappointment to learn about as we configured the system and went live in the past month. We were able to create a custom form that gathers some of this information and pulls it over but now it is buried and basically useless to our use...

Checking in on the status of this enhancement. We also wondered if there could be a possibility of having access to edit comments that may have been placed for our own internal reference but nobody was tagged. These are notes we add for our own use as we work on a task or the overall project. It wou...