Hi Everyone, Question....we have internal clients here at our college that have reviewer licenses. I know they are limited to what they can see and get updated on. However for particular projects (ie: an email blast), we would like for them to get notified when a task is completed on a project (the ...

@ Polly Co I am having a problem finding the Thread ID grouping. I have done a search and can't seem to come up with it. If I can find that and group the comments together by thread I think I can have exactly what I am looking for. thanks! Mike Mike Marando Excelsior College

That makes sense. Thanks for all your help. I am building it now, so far it looks like this can work for our needs! Mike Mike Marando Excelsior College

One other question if you don't mind. What is the access level like? Can a worker and planner access that tab? What about a reviewer license? Thanks! Mike Mike Marando Excelsior College

Thank you so much for this information. I will give it a shot. We have been looking for this for a long time as well. I always told out team there was not a way but I finally had to ask. thanks again Mike Mike Marando Excelsior College

That is great to know there is a way. I am a little confused as to the setup though. I saw where I can get the Notes report in the reporting area. But do you have a tutorial you can send or can you share the commands/filtering/groupings that you executed to get the report? Again I want to have a log...

Hello Everyone, Question....we are heavy users of the general updates area and the document updates area ....in terms of, well, updates, and dialogue, back and forth conversation. I never thought to officially ask in two years because for some reason I assumed it couldn't work but, is there a way to...

Hi Everyone, I am looking for a brief, high-level overview of Milestones. We have been using the system for two years and we talked about it at the very beginning but never followed through. If we are designing a brochure for a client, we want to group together tasks and color code them. For instanc...

Hi Bill, That makes sense as well, having one parent project and pulling in tasks to said project. I can make one for web, one for email blasts, print, etc. And like you said reporting may be easier. These are all great suggestions, I will have to test them to see what is best for our workflow. Than...

Hi Marie, Thank you for your help! Yes it is the planned completion date where I am getting the issue. When I convert to a task (and I am not putting the task into another project, it is just a stand-alone task, but it does live in the marketing/creative services request queue, which is essentially ...