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MichaelLa1
MichaelLa1
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  • Thanks, Polly!

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  • Polly, this is great! Just so I understand the logic, the code is pulling all task assignees along with the project owner and sponsor? Or will it pull in everyone the project is shared with? I was also wondering if there's a way to modify the code to use it on other report types (e.g. issue report, ...

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  • Ditto what Connie said. I'm interested to learn more.

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  • We've asked the WF folks for a "save progress" option in the request area for this exact reason, Tom. We're contemplating adding a new data field (radio button) that to allow the user to "save" their request as a draft if they wanted to save their progress. The requester would be able to access thei...

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  • (belated response) I've found this community to be EXTREMELY helpful. You've done a great job with it, Nate. And the users/experts who are constantly contributing, you have pointed me to things I wouldn't have considered otherwise. Very helpful. #rockstars See you at LEAP!

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  • Excellent question, Eric. I was wondering the same thing since it's not at the project level. Would love to hear more use cases for Smart Folders.

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  • Similar to Eric we set up folders based on the different milestones within our typical project flow. We created them in our templates so they are automatically populated when a PM converts an issue/request to a project. It helped us set-up and maintain consistency for sure. That said, it's on our cu...

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  • Yes, love this idea! Thanks for the idea, Laura, and getting it going, Nate. I already see one in there that I may leverage.

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  • I'm asking around about this as well. Good info, David. I'll be looking in to your approach for sure. But would really prefer to have a survey sent out automatically when an issue/project is marked as complete (definitely will need to analyze and report out on the custom data collected as well). Bet...

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  • Agreed! We got a lot out of it. I'm looking forward to staying connected to everyone. Keep the dialogue going! And.....when we get a Boston user group set up hopefully some of you can make it up there (I know Barry's in). Cheers!

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