Hi Chloe - thank you for this. I also want to consolidate my forms as we have tons of duplicates. A couple of questions about what you've done: So you are just deactivating the duplicate form, not deleting it?Did you confirm that data on previous issues (the ones having the old form) was still the...

In Classic, when you click timesheets, you are always taken to your Current timesheet but in the new experience you are always taken to a list of timesheets. The list is fine and I like that it makes your timesheets more visible, but customers want a link to their current timesheet like they had in...

As I am encouraging users to transition to the new experience, they are starting to bring this up to me. Upvoted.

We have done this on a few occasions. Our process was to create the project, then disable inherited permissions, then create the tasks. Each task must then also have inherited permissions disabled to ensure someone doesn't accidentally get access. Lastly, the desired people are shared to the appr...

Hi Janine, Sorry I am late to the party here! We have "Admin" Projects for each major organizational unit. They have a single task per user that have start/end dates covering the entire year (we decided on calendar, could have easily used fiscal). We then assign planned admin hours to that task f...

Sorry, this is going to be a little long! You've been warned... Some technical, detailed, feedback was included in survey monkey and not here. Creating basic reports:First, this learning path can and should be broken up into 4 separate ones to avoid that 1.5 hour time estimate.Very good overall and...

After the second course, I dug into the activity booklet and immediately kept going to additional activities, that were not about Groupings. I think all the activities are great - but do we risk confusion with all the activities in a single booklet? Should there be a "Success - you've completed th...

Hi Ryan, We do two things that have worked very well in our environment. One has to do with Access Levels and the other with Templates. In all of our access levels, when someone creates a project, their manager is automatically given Manage access to that project and their company is given View acc...

Hi Rebecca, We have a template like this for a very strict release process we've got. When using this template, the user just has to input the predetermined release date as the completion date for the project and all of the task dates get set as per very specific guidelines. This is done with pred...

Yes please!!! I vote yes to default Filters Views and Groupings per Project!This should be a VERY easy fix - adding a default filter, view and grouping to a project. We use custom data extensively and for many projects there are custom views that we need to use, but only on that project. It is fr...