We have a few managers that really leaned hard on those tabs in classic view (Accomplishments and Working On, from the People Tab). I have created dashboards that essentially do the same, but I was wondering if anybody has ran into this and has their Team leaders leveraging other tools now in NWE. E...

Thanks Skye! The second user in this scenario does not want to open the project at all, so I am trying (and failing) to give her a dashboard view with all relevant information on one line. Basically, I am looking to show the second user the "ready to start" task and the notes associated with it in ...

Oh lord... I have embarrassed myself. I was looking in a user report and not a project report where that field exists for us.  But, what I meant was a reference, yes. When referencing a typeahead you get a string of data:{"objCode":"USER","name":"Emily Petroff","ID":"5d5aa23701108d9615f6268381daf8a...

Nicely Done @Nichole Vargas‚ ! Nick, I attached a deck I picked up from a LEAP conference some years back that explains the EXISTS filter in pretty good detail, which may be helpful for future filtering. Also, not to steal this thread, but I am wondering if there is a solution for simply adding a ty...

Although this is a handoff between two project team members and not the PM to a team member, I think that will still be the solution. I literally just showed this user that function this week, so she probably hasn't explored it yet. I will make that suggestion. Thanks again!

Hmmm. I would have thought for sure that was the trick there. My apologies. So, we can use typeahead field, but we cannot report on them?? That seems silly, but yea, I cannot get mine to work either. It recognizes it in the calculation field, but nothing pulls through on a form or report. There has ...

Yeps. That is as far as I got as well. You see the issue here though. If this person isn't the last one to leave a note, then her note is lost, or at least not seen on this dashboard. I could maybe do the task last note and just have her make sure to leave her comments there instead of at the projec...

So... I can pull the Last Note easy enough, but what I really want is the last project note by a specific person. Something like;IF({project}.{noteText}.{owner}.{name}="USER A", {project}.{noteText}, " ") Is this even possible?

I don't think you can do this with a typeahead field. You would have to create a calc field for the typeahead field to populate first and then use the calc field for the prompt condition. This is the same for the filter section. You cannot filter on a typeahead field. booooo

Hello all! The core question is, Does anyone know some good ways to integrate Agile story card data into traditional reporting? Context:We have one Agile team that is their own group and pretty much operates in an isolated instance of WF. This team has recently been moved under our larger Marketing...