I have this situation and I am assigning the Owner to be the Requester if they are a licensed Worker user. I have given them all the access they can get through that license so they can manage the project. It's been a lot of training and they are becoming more project managers than they had been in ...

Also, I have people filling out the form inside a Task, accidentally, and then nobody can find it, and it can't be moved to the Project level so that it can become visible. Try explaining the difference between a form for Tasks a form for Projects, when they look exactly the same, and the resulting ...

Hi I am fairly new too and this was a challenge for me as well. I went in the opposite direction and made fewer Topic Groups to start based on 1)unique form 2)Who its gets routed to. For me it's Direct Mail Request; Email Request; Photo Request; Video Request; Miscellaneous Marketing Request. I am m...

Doug that was a life changing moment when I changed that option to not keep the Issue when it's converted to a Project. THANK YOU. Jill Ackerman

Hi Doug Are you saying that I can delete the Issue after it's converted into a Project with no bad side effects? I love that solution, but I would have never thought to do it, deleting is very scary! It's easy enough to put the Requester onto the Project in some format so they can still have access ...

Since I am just unboarding our creative team with Proof I thought I'd jump in and give you my very current answers. 1. Training is pretty easy, it's a very intuitive tool. I made a document that I can share with you for reviewers and occasional users when you get to that stage. Setting up "how" the ...

Please upvote this idea! I think it's the most critical missing notification -- there is nothing clear that tells a person that the predecessor is done and they need to start working on their next task. Please upvote this!! It has 18 already, please help me get it to 100 so they do it right away.  ...

One more question on this topic, again, couldn't find it in Help and my Implementation Manager is on vacation. Plus, I have laryngitis so I can't call the Help Desk!!  Yesterday, Dana submitted a Request. I got the Request and converted it into a Project. The Custom Form from the Request came along...

Also, the notification that currently goes out only says the next task is ready to start by ROLE rather than by the actual human who has to do the task, which means everybody who gets that notification ignores it because 1) someone else finished something (who cares?) and 2) it doesn't have their na...

OMG that's it, Resolving Object & Type. THANK YOU. There are so many fields, I can't quite figure out how to find the ones I want. I search through Help but I never seem to find the article that I'm looking for, I'm sure it's me not using the right terminology. I upvoted the idea to connect the dead...