We have a new project template with new tasks, and updated protocol for managing assignments. I'd like the process update to be a clean-break, by deleting all existing tasks and dropping in new project templates. The team shows up next Monday morning and their task lists, task names, and description...

Please let me know if you have any ideas As a fallback plan, I've created a Notes Report that audits all of my task-level updates, and then I place this report on a dashboard at the Project Level. If the answer to my question above is that it is impossible to delete a task without deleting its assoc...

Hi Eric, there is a large menu of report types beyond the standard project, task, issue, hour, and user. See screenshot. I've scrolled down the full list of report types and recommend you try creating a "Document, Document Approval, or Document Version" report and see what works best for your team's...

I think I figured this out. If you a using a report, or a view within a report, where the vertical column has conditional formatting or some sort of calculation/formula embedded, it will not allow in-line text editing. I think***** this is the reason why. As soon as I removed conditional formattin...

I am having this same problem. I have two fields that are both text fields on a project custom form. One allows in-line text editing on a project report, and the other field does not. could it have anything to do with if the custom field is "Paragraph" style or "Single-line" style?