How could this not be available yet?  The filter by "Ready to Start."

A big tip that you'll not come across accidentally is using Section Breaks and display logic for Sections rather than individual fields.  So "Is this a Print Project?" and if it is, display a Section with all of your current Print Shop intake form fields.  It takes a minute to figure out how Section...

A Request can be converted many times to multiple Projects, but they need to be named distinctly.  All of the data tags along to every Project. Big downside is that the Request will only show the most recent converted Project.

This is great, and we are trying to do the same.  The Strategists want to create their Creative Brief in different formats.  Excel, Powerpoint, Word, etc.  They are loth to follow a common format.  So, The WF "Opportunity Summary" (a combined Creative Brief, Go To Market, Media Plan, etc.) is a big ...

I write a quarterly Update.  It's a page or so long and I just add the new edition to the ever-growing original.  That way it lives at one place and engaged users can pin it.  It goes out as a .pdf attached to an Announcement.  Every new user is introduced to it as a reference for how "we" use Workf...

We struggle with this, but the Creative Brief lives at Request level so it tags along as a Request is converted (by a PM for the most part).  When there are multiple deliverables (often), the Request is converted multiple times, with each Project following a naming convention.  One cannot look at th...