Thanks so much! This did exactly what we needed. I hadn't thought to use the null deadline as my data point but it worked perfectly in lieu of trying to filter by stage.  If anyone is searching in the future, we set the report filters as follows: Proof Approval >> Is Current Document Version = Equal...

Hi all,  Is it possible to create a proofing approval report that will only show me proofs that have more than one stage?  We're currently experiencing some trouble with non-reviewing users accidentally opening proofs and creating an automatic second stage.  While I haven't found an easy way to prev...

Thanks! I tested a modified access level that removed the "automatically inherit document permissions."  This prevented the user from seeing any documents in the project, which is good for our 'curious' folks.  However, when the user was added to a task, they also did not inherit document permission...

Hi all,  Searching the forum saw some chatter on this topic, but I wasn't able to find a concrete solution.  Currently, some of our users are wandering into projects and opening proofs without having been added as reviewers.  This automatically generates a second stage of review with no deadline, wh...

This was super helpful and in the end I was overthinking it   What we ended up doing was creating a "numeric" single text field where users specify the "total" number of items associated to their request.  We're then able to pull that into reporting and, as you explained, the system can calculate t...

Thanks so much for your help!  The current thinking was to have the 1:1 be a field in the intake form where someone would directly specify a number that is the "total number of pieces" associated to that project.  Am I correct in understanding that, from the reporting side, we'd be able to have Work...

Hi all,  Looking for some guidance on how you would approach.  Our leadership is looking for a value in a dashboard that essentially shows the "total number of pieces" we've touched in a given window -- i.e. year to date.  Our projects are not always a 1:1 representation of this; as in one project c...

Is there a way to visually indicate tasks that are affected by user's time off in the project view? An icon, a row highlight, etc. Anything would be helpful. Right now it's too easy to miss project delays because individual task rows don't provide any indicator that they're affected.  I tried experi...

Me! We have a few users reporting the same issue with that widget. Hopefully it gets fixed soon; must be something in the backend.

Upvoting this! I was surprised when I realized none of the new colorful project bubbles were clickable; I expected them to work like breadcrumbs.