DawnmarieD, a lot packed in here.  I'm not sure I'm understanding it all but I think I have a similar scenario we use.  Our Sales folks like to input requests for future client projects as well as stuff that needs to be done somewhat soon.  We have a queue that provides a simple intake form, 12 ques...

Aswi, once you download the file, you can add the CSV module to parse the file after the download.  In that module you're able to give it the number of columns, if there are headers, etc.  That module will parse the data so you can see the individual fields and be able to map then into fields.  The ...

ktrivedi, you can use the value parameter in textmode when doing things like shared cols and want to do some coloring, it allows you to apply html tags, like color, but it applies it to the whole field.  There is not a way in textmode to section up text for conditional formatting.

Amy, You're not missing anything, the functionality to delegate approvals is in place but projects and tasks aren't there in any of the menus.  I'm not sure if they will be coming in another release.  You can switch to old home when needed to setup delegation for the time-being, not the best experie...

WibkeKu, this is a good question and one worth reporting feedback on with the New Home.  How to find your task, not straight-forward but here goes:   Click the button at bottom to switch out of New Home and back to Old HomeFind the task on you Task List, they are put into a personal project with you...

Nevalee, the primary decision checkbox is not available within the API, thus not available to pull into reporting.  It seems to be a limitation at the moment as there won't be a way to know on the proof report who was the primary.

Sarah, send me an email and I'll send you a report of all my textmode on the report as it does work, but my report likely has different setup than yours, so it might help your review.  kurt.jones@jpmorgan.com  

Sarah, here's the textmode for that particular column: displayname=Approvers and Dateslistdelimiter=<p>listmethod=nested(proofApprovals).liststextmode=truetype=iteratevalueexpression=IF(!ISBLANK({decisionDate}),CONCAT("• ",{approver}.{name}," - ",{decisionDate}),CONCAT("• ",{approver}.{name}))valuef...

In addition to Monique's input, this article may be helpful to give a bit more context between teams and groups, https://experienceleague.adobe.com/docs/workfront/using/teams-groups/work-with-groups-teams/understanding-differences-and-similarities-between-groups-and-teams.html?lang=en

Non-connected there is no way to connect.  IF folks submit via request queue, you can attach the docs to request, and use the pop-out icon on the connected card to go to that request to see any attachments.