First and foremost, thank you Heather Adkins @hkadkins and Yaswanth Vanukuri @yvanukuri03 for taking time this afternoon to share the City National Bank story! And for everyone who joined, I hope you left feeling inspired to integrate and automate some of your processes moving forward.As promised, I...

@Lelia Apologies for the delay - were you able to update your browser settings or work with your internal IT department to get that error resolved so that you could register for any upcoming events? 

@Lelia Are you getting an error message, or is the page just showing as blank? 

Apologies for the confusion, @lgaertner! Yes to change the order of the Project Details section, you'll want to edit the Layout Template configuration (Customize what users see > Project). I realize that mine must have been set like that when I replied to the original post. 

It is likely the email notification for "A project I'm on becomes active" which is triggered when a project moves from Planning to Current/Active and you are part of the project team. Like Skye mentioned below, any user who is listed under the People tab of that project will be notified, if they hav...

@MarlaDr If the issue has been converted to a project, how come users are still needing to work on the issue? Shouldn't all work take place on the converted project?If these issues are showing as late / overdue, you could apply a filter to your view or report so that only issues that have not been c...

This should work for you -- it looks for incomplete child tasks that are ready to start and have a user assigned. If true, the column will display the task name - planned completion: assigned to name. displayname=Current Tasks listdelimiter= listmethod=nested(tasks).lists textmode=true type=iterate ...

Apologies for the second reply - the Edit button wasn't working on my original response. Another option would be to apply a date range filter for tasks that are due in the next week, for example, so that not everything appears at once. 

@KellyHa3 If all of the tasks in your project list have predecessors associated, then if you filtered your report by those that were Ready to Start, only one would appear at a time. If you eliminate the filter for Ready to Start, all assigned tasks would appear - as you are noticing, so curious as t...

There isn't a way to add a custom field to the Project Overview section, however, you can change the order of the Project Details area so that the custom form appears first followed by the Overview. You can do this by clicking on the pencil icon (edit) on the right side and the drag / drop the custo...