When we first got WF, we had to tag people manually. At some point, that changed and we no longer had to do that. In the last few days, it seems we need to got back to manually tagging because people were not getting emails.

We usually use User Hourly when completing our time sheet. Everyone has a code assigned that has their rate. When we have projects that are a flat rate, we use the role hourly option as every role is the same rate. I have added the new role with the cost, added the new code, created a new template w...

We have a custom form where we only want 2 people to have the ability to use it. Our users know not to use it generally, but when they copy a project that has the field already filled out, the new copy carries the filled out portion too and then we aren't really sure if the information has truly bee...

Hi Bill, we have a very similar organization. We developed a robust contractor list that we call when those things happen. We can staff up or down and it doesn't make a difference what our company does. In fact, we keep our full-time staff small and ramp up with contractors when needed. this keeps o...

This is why we try not to assign names to projects/tasks. We use their job roles as assignees. This way anyone with a role that is assigned to a particular task can update as necessary. Paula Mitchell Creative Services

Is there a way for changes to be made, say to a billing rate, that does not change the rates that were previously put in. For example, we have rates going back 4 years and we're about to change them. Now, if we change them, all the rates from the previous years get changed. Is there a way to separat...

We use roles rather than names on projects to avoid this very problem. If you have it assigned by role, anyone with that role can access the project. This way it doesn't matter if someone goes out on leave or leaves the company. Paula Mitchell Sr. Publications Specialist, Creative Services Marketing...

Ah ha! Found it! Good to know. Paula Mitchell Creative Services

I'm sorry, I don't see where the tab for Announcements is. Paula Mitchell Creative Services