Leah, thank you for taking the time to provide this answer. I read it a few weeks ago but neglected to respond. I appreciate your help ---

We have one group of stakeholders who want to copy the custom form every time it needs to be submitted because the information, other than the title and the dates, don't change. Is there a way to copy the custom form? Thank you.

Thank you, very simple I appreciate your help. I was making it much more difficult than it needed to be.

Thank you, I didn't realize Proof HQ had this option.

Here is the background, our designers post a PDF, which becomes a proof. I (admin) have the ability to create a link and email the link to another user within WF. My marketing partners don't (work licenses) There are various multi-step ways for them to share the proof but I'd like them just to be ...

‚Hi, thanks for your response. I meant task names themselves - Anthony and Heather provided some good options for me to use.

‚Heather thank you. I didn't realize custom field was so robust in the calendar. I will certainly start using it more. We are not on the New Experience yet, I'm looking forward to migrating over. I will spend a lot of time customizing the user's template layouts.

‚Thank you Anthony -- the information you provided certainly helps. I didn't realize that the custom field contained so many possibilities.

Our projects are set up with a parent task and child tasks. The parent task identifies the asset and the phase of the job for example, Design - 2 social cards (additional detials). Child tasks are then named, 1) "first pass" and 2) "approval" historically we do not add a lot of task details to...

Hi Nate, this is my second introduction. I changed my email last Friday and had to create a new profile. Because it was so cumbersome to change my email and maintain my profile, I suspected I did something wrong. Can you let me know if there is an easy way to update an email address without having t...