sigh - yes you are correct on all counts Skye. For some reason, they think that a group email will get more attention than the individual emails they receive. Thanks for your input - much appreciated. Bill Gattinger ATB Financial Edmonton AB 780-717-6209

We've set up a Team email address for one of our marketing teams. Is there a way we can set up a notification to that team whenever a new request (issue) comes into their queue? They all get requests to approve the issue on their individual MyWork pages but now they are requesting an email that goe...

I need to create a report that shows the number of issues created and closed (resolved by task/project) by previous week, current month and Fiscal YTD. And being able to graphically represent all that info was also part of the ask. I don't know where to begin... Bill Gattinger ATB Financial Edmonton...

Hi there: We have a large "catch-all" project that contains a mixture of single tasks and Parent tasks with up to 4 or 5 children tasks. I want to create a report that shows me all of the single tasks plus the Parent tasks only (no children allowed!). What is the expression I would use in my filter?...

upvoted Bill Gattinger ATB Financial Edmonton AB 780-686-3957

Hi there: Our WF setup uses issues solely as creative requests. I need to keep track of issues converted to tasks or projects. We have 2 input queues. Any ideas how that would be configured? Thanks! Bill Gattinger Contractor Mobile 780-717-6209 If you have received this email in error, please let me...

Thanks Connie. Love to see the screenshots you made of the standardized folders. wgattinger@atb.com thanks!! Bill Gattinger ATB Financial Edmonton AB

Hi Mike: We always convert our issues to either tasks or projects. And we always add a task to a project. But we maintain a monthly "catch-all" project that we add the stand-alone tasks into. When we convert the issue and add the resultant task into the project, we specify start dates and duration i...

Hi Group! I have a simple question - if I change a field type (from a radio button to a checkbox or vice versa) will I lose the data already stored in those previous fields? The choices presented in each field would remain the same. After building and using a custom form, with some new fields - I ju...

Hello all: I had an old report that I used to track all of the issues that were converted to either a task or project (we only use issues in our request queue) over the month. Essentially we want to see who converted what issue and when it was converted. As part of our process, when we convert an is...