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DeniseMoore
DeniseMoore
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  • Hello! I'm not sure if this will help you, but we got around this problem by creating a custom field specific to "asset type" and that field is prepopulated based on the template used, but can then easily be changed if/when the direction changes. We report off of that custom field rather than the pr...

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  • Randy is correct each user could pin (or an admin log in as them and do so). But, I was thinking the question might have been more about pinning board(s) within a layout so those assigned to the layout don't have to pin themselves? Maybe I'm wrong, but that is why I had suggested the dashboard with ...

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  • Create a dashboard and use the "+ Add External Page" option -- copy/paste the URL of the board. Then the dashboard can be pinned to the top navigation and/or added into layouts. You can also add the dashboard into other dashboards as desired. Note: Be sure the board (or whatever external page you ad...

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  • Have you tried creating an issue inside a project (the project will serve as your master/parent project) and convert that issue into a project (which would then be your sub/child project)? You can display those sub/child projects via a report (an issue report that displays columns regarding the reso...

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  • Maybe my workaround will help you in the meantime. I built a Notes report, titled it "Note Search" and put it on a dashboard. I then added that dashboard to our project layout so that within each project's left side tabs, it's there to be able to run it when needing to search for system or user upda...

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  • This may/may not help you, but I have built task filters based on the roles that I assign. Then I select the filtered role I want to assign/reassign and I bulk edit the assignments quickly that way.

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  • I'm not sure if this will be helpful for you or not, but we have some templates built for the purpose of starting a project and those used to attach to an already existing project. Those that are used for starting (or converting an issue into a project) have portfolios, programs, custom forms and ta...

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