Are the users of the project assigned to the tasks where the document that is uploaded, or are they the project owner if uploaded to the project level? I don't think they get an email if one of those criteria aren't met (at least i don't see anything in the Notifications section).

Unfortunately grouping and charts can only be done if you create a calculated field on that object.

Hi Kristina, try this for no projects in a program: EXISTS:a:$$EXISTSMOD=NOTEXISTSEXISTS:a:$$OBJCODE=PROJEXISTS:a:programID=FIELD:ID

You can do it with a valueexpression, and only show a few characters, but that works best with text fields such as notes. It doesn't work great with URLs, since the browser only sees the partial URL which would be invalid when clicking on it. What I like to do is to replace the URL string with text....

Hi Chris, change the filter to All and you should be able to see everything.

What I do is create a new column rule and put a space in the Show Text option.What I do for that is make a new column rule, and use a space for the Show Text option:

Do you have that calculated field on both forms? Also, I thought case matters (you have NEW instead of New), but you said it worked for the first field.

Hi Benetta, it needs to be a calculated field on the custom form in order for it to be groupable/chartable.

On your dashboard report, it looks like you have it set to only show 15 tasks. If you show all, it should be there.

You're close. Do Task > Planned Completion Date Between $$NOW (or $$TODAY) and $$TODAY+30d