I'm interested to hear what you mean by "technical debt." Having inherited an aged and loosely managed instance in the past, I learned a few things along the way. I'll start with the soft tactics: It's important to talk to your users to get an idea of what they use and don't use.Communicate to make ...

@JennyWi In the My Work widget, there is a checkbox filter to remove the Not Ready tasks. Otherwise, you can address this yourself by building and sharing a filter at the task level. Specifically apply a wildcard filter so that any user who toggles the filter on will see things filtered for their ne...

I agree with @Erika_Antkowiak to keep it simple where possible. I include topics and, after most of those topics, prompt for: DescriptionURLPrimary contactDocuments There are some topics that I associate a custom form with, especially around user management. Topics I include largely mirror areas of ...

In Setup, you can configure a default proof deadline and an automatic nagging notification. See the screenshot attached. I recommend configuring these settings regardless of what type of workflow you use.

In various places of this thread are some links to what's coming for proof reviewing functionality. It sounds like some of your dreams may come true soon. Keep smashing the upvote buttons in the Ideas area of the community. If you want early access, check out the Unified Approvals functionality and ...

I have to wonder if this is a feature of staging. If no one else has insight, I would submit a ticket to support to ask.

Have you tried staging your proofs? Stage 1 would go to your external reviewers, then you add your internal reviewers in a second stage. The reviewers in Stage 2 should still see the activity from Stage 1.

You can move a proof, but not copy comments. Here are some functions that might help: You can print a proof summary that includes all the comments for a proof version.If you use proof versions, reviewers can look back at previous versions and the comments.

Interactive proofs are how we recommend. However, when I discussed amongst us moderators, we agreed that if the webpage is behind some sort of login (ex. a SharePoint page under SSO), it's likely not going to work well. I have users running their web builds and email through Litmus, but I have no pe...

I recommend connecting with support on this one.