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VicAl
VicAl
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  • Thanks Christina!! Very helpful.

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  • Hi All, Hope you all had a great Holiday season and start to the new year. I'm looking find a field for the Primary Contact "Other" Teams". Or All Teams they're on. I can find the Primary Contact Home Team ID, but I want to be able to inspect the Other Teams that Primary Contact has. I can't find th...

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  • Hi Darren, It is unrelated to the Work On It button. You just need to make sure the notification is turned on at your Global settings (and obviously the User's settings). NOTE: it only applies when the successor task is assigned to an Individual. It won't notify a Team when a predecessor is complete...

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  • Hi Sydney, Our Helpdesk form is pretty basic as well. This was intentional so it was easy and straightforward for our users. We found the more questions we asked, the more difficult it was for them, and we'd often get false information. For example, they may say an application is down, when in fact ...

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  • Yeah I agree. We don't get too fussed over a task date moving unless it impacts the project date. But if the project end date moves the PM has a few options. Verify the tasks are correctly estimated and linked If so, see if they can tweak the schedule to reel the date back in (i.e. add resources, ad...

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  • Hi Michelle, The bulk edit and Autosave are actually unrelated. But the Autosave is over to the right side on the project view. But if they're not able to do a bulk edit and don't see the Autosave, the first place I would check was to verify they have a Planner license. If they don't have a Planner ...

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  • Hi Lauren, As Skye mentioned they will show up wherever their Planned Completion Date falls. If that's in the past, doesn't matter. It only looks at the date. However, it depends on which planner you're looking at. If you're looking at the Agile Team Working On planner tab, there is a switch you can...

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  • Hi Sydney, We use it in IT for: Projects (standard project plan type stuff) Capacity Planning Agile Most application teams on Scrum Some teams on Kan Ban (works well for service oriented teams like Infrastructure and Network teams) IT Helpdesk We also have several queues and workflows (with the API)...

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  • Thanks Dustin. Yeah I'm not worried about rushing the new search. I'd prefer to get the old search working, then you can take your time with the new search  .

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  • Without knowing what object you're acting on and trying to obtain information from, I would try removing the 'project:' node. The syntax wouldn't work anyway. If that doesn't work, let us know what object you're working on and trying to get to. For example, is your View or Report looking at Projects...

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