Completely agree! We review a lot of vendor work and need to be able to provide vendors with a marked up pdf, while still being efficient on our end by using the proofing tool so all stakeholders can review at once.

Hello!We are piloting it with a small group of users. It does seem to help with proof visibility, and we found that having the marketing managers (rather than designers) follow this new process is clearer for everyone.

Has this capability been released yet?

Nichole, You are just the best!! Thank you so much for this. I truly appreciate you!Glad I'm not the only one who finds text mode conditional formatting a challenge, I'm in good company I see!

I had a lightbulb moment to have our marketing managers use this process, since they share proofs with reviewers as appropriate. We are going to pilot it with a small scope of projects then roll it out a little more fully through Q1 2026. Fingers crossed!

Hi! Thank you for the follow up, let me test it and see how it goes. This requires our design team and/or marketing managers to learn a whole new process to do this, which is unfortunate. Would love to see it integrated more smoothly.

Hi Nicole! What if I wanted to do the same as above, BUT show planned completion date if not completed, then actual completion date when completed? Does that make sense?I'm stuck here:IF(ISBLANK({milestoneID})=0,IF(ISBLANK({actualCompletionDate}),IF({status}="INP",{plannedCompletionDate},{actualComp...

That's awesome, thank you!! We were able to sweet talk our way into Canvas Dashboards, which I can see is already very helpful!

Yes, exactly!! Thank you for your help! I'm trying to get everyone into WF and OUT of Excel spreadsheets, but that's hard if I can't report in a way the team needs to see it. 

It's a little tricky -- I went to my dashboards area from the main menu, then I saw Canvas Dashboards on the left. It looks really different from the traditional reporting but if you follow the instructions from @skyehansen you'll get there!