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DeniseMoore
DeniseMoore
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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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  • Hello! We definitely use predecessors and cross project predecessors on parent tasks. And we enforce most of our predecessors as well. Something to maybe check out is whether your projects' "Summary Completion Mode" is set to automatic or manual. We have ours set within all of our project templates ...

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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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