Creating a project report with report settings set to default to milestone view worked just fine in Prod, so I am chalking up my original issue to a glitch in Preview.Thanks all!

This is perfect, thank you so much Teale!

I've built a report using the filter described on this post Solved: Report to identify cross-project dependencies - Adobe Experience League Community - 496229 On my report columns I'd like to be able to see the name of the Cross Project, as well as the name of the predecessor task. Any tips on how t...

Thank you @Madalyn_Destafney and @Sri_Nijs for your responses. Unfortunately, since our Preview environment has refreshed since my original post (and I somehow missed Madalyn's reply until today!), I can't go back to confirm -- but I'm fairly certain I created the report as a project report.  I wond...

I need to be able to set the Milestone view on a report to be the default, so that users don't have to change their view when they pull up the report.  It looked like I could do this under Report Settings by checking the box for "Show the Milestone view on the Details tab" and un-checking the box fo...

OK, thanks for confirming!

Hi @Madalyn_Destafney , How does one test notifications in Preview?   I believe only our Prod environment is set up to generate emails.  Or are you just referring to the notifications within WF itself? Thanks!

Ohh I see, so it goes back to the syncing of statuses topic we discussed earlier, where my cards first would need to move to a completed column automatically when the related object is marked closed/resolved. Makes sense. Thank you!

No problem @Madalyn_Destafney , I appreciate all your help!   Hmm, so you can only set it up on a single column?? 

Hi @Madalyn_Destafney -- I went through the documentation and got a column set up with the automatic status change functionality. Yay! Do you know if there is a way to automatically set a card to archive when the connected item is closed/resolved?