Love that idea of using Fusion to delete task sections not needed based on answers. I'm definitely going to look into that one. 

I just created a very basic template with only tasks for the additional rounds of edits. No custom forms needed. Then when the PM on our side needs additional rounds, they select "attach template", and when they bring this template in, the only thing it does is adds the tasks at the end of the tasks...

We only use tasks for tracking approvals. Our project managers (project owners) are responsible for keeping the tasks updated and adding additional tasks if needed. We have created an "additional tasks widget" which is a template of only tasks for several additional rounds of edits. They can add 'ad...

@lspierIs there a way to add additional levels of logic to a field? ie. I can say if the answer to question 1 is yes, show field x. But I'd like to say, if the answer to question 1 is yes, and the answer to question 2 is also Yes, then show field x. Not sure if that's possible or how to add that ext...

We tried various combinations of the filters too, and never figured out that number. I'm also stuck on 'Can start' and 'active task'. It seems they mean the opposite of what is most logical to me. 

We've submitted many of the same as you. But I'm glad to see your comment on the Filter naming. I've been poking around trying to find specific definitions of the filter names and hadn't found anything. Will be great if they can get matched up. 

THANK YOU!! I had the right pieces in the wrong order. I really appreciate your help.

That worked, but now we do need the month and date to be mmdd. I'm unable to figure out how to get a leading zero, if the month or day are only 1 digit numbers. thanks!

That worked - thank you so much!

Thanks, I'm not sure where to put that in relation to the field name it's pulling from though  - the bold part here. I've tried inserting it before and after and get errors CONCAT("LL",{DE:Driver file data source},"_",{DE:ES Project Number system generated},"_",{DE:Project letter for Driver file 1, ...