I realize this is 2 years old, but just wanted to thank you for following up with the solution. I ran into this exact scenario today, just with a different marketing organization name!

I'm struggling with a similar problem...the Workload Balancer actually shows what I want (planned hours by user by day) within the filters I've set up, but it's not exportable, and I can't find a way to build a report that mirrors that view.

Thanks Anthony...I was so close! (missing a couple of brackets) Harry Thompson Lowe's - Marketing

I noticed that yesterday too, curious to see the response here. And of course my typo was on an update to our executives... Harry Thompson Lowe's Companies, Inc.

Regardless of the task details, you can always control visibility at the individual document level through the document's Details>Sharing, which is how we've handled this situation in the past. As you pointed out though, by default the document inherits the sharing of the project/task, so you have t...

Hi Doug...sorry to just be getting back to you, I got pulled away for some other reporting and hadn't had a chance to go back in and experiment until today. I played around with your second bullet point option and finally got things to work...although not without a couple of roadblocks (1 - had to c...

That's encouraging, Doug...I'd love to hear more about your thoughts, and feel free to throw in a recap of the choir practice as well. :) * Also to clarify my post subject, only one of the custom form fields is a dropdown...unfortunately I can only seem to edit the post content and not the subject. ...

This would be incredibly helpful for us too...even basic template functionality such as custom forms, consistent document folder structure, etc. would save a lot of manual re-entry every time we set up a new program.

We would also like to see team requests incorporated into this section. The current UX for team requests in My Work isn't great (since it redirects you to another page), but it is helpful to see all requests in one place. Ideally we'd like to have users be able to assign themselves to team requests ...