Incredibly helpful, thank you!

I'm trying to create a project report that has the name of the project and the next column are the team members assigned to the project. I've tried a Task and Project report and can't seem to get the team members assigned to the project listed in one spot. Anyone know of a solution?This is for a p...

Hi - i'm trying to figure out the best way to create a request queue that needs to flow through 4 different people at different steps. Approvals won't work because these people may need to edit the custom form. Also we are trying to keep these people at a Review or Worker level license... This is wh...

I have a queue built for those submitting requests for new creative and one for those looking for just a refresh of creative. They are separate Queue Topics. I'm looking to build a report that has a column for the New Creative requests and one for the Refresh creative requests. Anyone have suggestio...

Hi - does the user need to submit the request before they can access this document or have you found a way for them to download the document while filling out the request form? Thanks! Rebecca Johnson

Hi - Looking for suggestions on how to manage project creep out of campaigns. We allocate hours to each campaign/project that comes in however are having issues with going over hours because the tactics that roll out of the campaign end up being more that what was initially discussed. We thought hav...

We have emails with 50-100 tasks and use one project and have created a template with headers for each week like Jean does. For campaign projects, we add all of the details to the campaign but open individual projects from that campaign per tactic. I'd be interested in learning about other ways this...

Hi Dustin - We are both using Chrome. I built the report and then shared it with my boss who also has admin access. I ran it from my computer and it looked great, she ran it on her computer and it looked goofy. Would you recommend her putting in a ticket for it? Thanks Rebecca Johnson Life Time Fitn...

I built a report that the columns look even when I export to PDF on my PC however when a Mac user exports the same report, it prints with the columns all janky. Any ideas to fix? Rebecca Johnson Life Time Fitness, Inc.

Hi - do you mean list out each portfolio in the report and an overall portfolio number? So portfolio A, B, C, and (A+B+C)? Rebecca Johnson Life Time Fitness, Inc.