I don’t think it’s possible. We wanted to do the same thing. Our director has a stage for approval but some project need to be sent to the VP. He likes to be cc’d on anything sent to VP so he can respond to their comments but it won’t let us add him to her stage since he is already in a different st...
Thank you, that made it show up on all of their task reports, but it there a filter to make it not show if their part is done? If not, I will rebuild the report as a task report.thanks
I have a project where every task is assigned to 2 different people as they both need to complete it. I have task reports for each of the users but the list of tasks only shows on one of their reports. (Assuming because her name is first in the alphabet) I have the same settings on both reports. Any...
We have copywriters add their word docs as Docs and then the designer converts them to a proof v1 so they can add v2 (their design) so we are able to view them side by side in the Proof HQ. Otherwise the copywriter ends up being the proof owner but they shouldn't be involved in the proof at all. If ...
Wondering if there is any way to make Word Docs preview when in the documents section. We are able to see previews of PDFs but Word docs just give us a DOCX icon.Most of us are in the design field and don't use Word often so every time we need to look at it quick we have to open up Word and open the...
I have been struggling to find the best practice for proof approval with no great solution.I was hoping maybe a group of us could plan a zoom meeting to discuss what process works best. Currently:1- We have the designer create an automated Internal proof approval that goes to the copywriter/proofrea...
We would like the Project details to include who the original requestor was. For example currently a chef will put in a "request/issue". On that request under our Admin area it shows the chef (Melany) as the requested by. But in the request overview it labels the chef as "primary contact" and puts a...
I am trying to create a Report that I can have a column that the Project Manager can type notes in. When we run the reports everything works great except sometimes we need to include notes such as "Waiting for Jerry to send new photos" etc. Is there a way to make a column that is editable for this? ...
When we convert a Request to a Project any conversations that were in the updates transfer over to the Project updates page. Which would be ok but it allows for the people in the project to reply to those comments from the requestor. We try very hard to keep all of the communication between the Requ...
Hi Doug, I don't think this will work for us because we have very different levels of involvement by management depending on departments. We wouldn't want all of the requests getting held up waiting for management's approval. Maybe I can set up a weekly report that shows all current requests and sha...