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AshleyNe1
AshleyNe1
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  • So templates are created to be used as project templates so one template per project, but as a marketing team we have campaigns that may consist of several templates to make up the campaign. We do not open a new project for each part of the campaign we create one project and attach several templates...

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  • Yes I called earlier today and verified that this is a known issue

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  • This would be amazing! The ability to see the entry date/time stamp and person that updates a custom form without adding each question as a custom field to track would save my team so much time.

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  • Thanks Doug! Great idea! Ashley Thomas

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  • Hi Michelle, I agree with Skye that information that is needed should live on custom forms so we have several custom forms that are required for certain steps in a project. We use the tasks to house the different topics in the updates versus using the updates at the project level. So we have a paren...

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  • Thanks Skye, you've given me a few things to think about! Ashley Thomas Marketing: Marketing Manager, Digital First Tech Federal Credit Union 503.671.1441 Tel 503.567.0806 Mobile "firsttechfed.com"> firsttechfed.com The information contained in this e-mail message is confidential and may be legally...

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  • We currently use a custom form that includes that launch date, but no task that specifies the launch date. Ashley Thomas Marketing: Marketing Manager, Digital First Tech Federal Credit Union 503.671.1441 Tel 503.567.0806 Mobile "firsttechfed.com"> firsttechfed.com The information contained in this ...

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  • Thank you! Ashley Thomas

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  • Thank you Sharon! We were thinking about a status specifically for ongoing projects, have you run into any reporting issues with this? Do your teams still get notifications for projects that are in an ONGOING status? Ashley Thomas

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  • Hi Vic, We are running into reporting concerns. When I look at projects that are at risk or in trouble the year long projects usually fall in this category because the dates are all over the place. We were thinking of creating a different status specifically for projects that are year long so that w...

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