Hi Bob, Well you can, but because of the way to create a Recurring task, it's not the most efficient. You'd have to create one recurring task, then create the other. Then link all the Task 1's to the Task 1's of the 2nd task etc. If I were doing it, I'd just create the two tasks (attach the approval...

Hi Andy, We haven't gotten to that level of sophistication yet, but if we do, I would simply create fields in a Project level custom form and state the goals and the results there. Then you can create a project report on all those fields.

Hi Janine, Unfortunately not at this time in native WF. Not sure if it's on the horizon, but there was a time we couldn't even get to the 1st level manager, so there is a chance they do a feature upgrade. The only way to do it currently is via an API. Sorry.

Hi Mathew, Could you use the filter on Role Id (Assigned To >> Role ID) and pair that with the Task Assigned To?

Hi Jessica, Sure. We have a Project Status Reporting form attached to each project that the PM is to update once a week. It contains the items that have the opportunity to move each time the PM updates their plan (i.e. forecast – both time & cost, etc.). In that form we have the (Green, Yellow, Red)...

Yeah we had a similar issue. We also wanted to be able to take information from PeopleSoft (and now ADP) to bring into a profile by default. So we created an API integration to onboard and offboard WF ID's for us. It works great and saves me a TON of time manually adding and removing people.

Yayyy

I upvoted both, but this one Vicky posted has a lot move votes and still has the "Planned" designation. So perhaps we should load up on this one.

Hi Travis, There's a couple of ways you can go with this. I'll work from easiest to most difficult. While #3 is most difficult, it might be the best option in the long run to save you from this trouble. You can simply send her a link to the report by copying the URL and sending it to her. She doesn'...

Yeah. It also says In Trouble when I first create a project. It's been like that for the 6 years we've had WF. So basically we don't use that field at all. We change the Condition Type to Manual and the Condition to On Target. And we use a custom field to display our project condition.