In the main project list (like a report but not an actual report). The home worklist already has an area to do the directed update. But the Project list doesn't seem to have that capability. Most of our project owners do not have tasks so nothing shows up in the Home Worklist. So they view their Pro...
The Journal Entry report might solve that problem. I recently used it to figure out how long some projects have been on hold. I don't know if it would do exactly what you want, but worth checking it out.
It would be a great custom field option! Relying on the reference numbers is NOT sustainable. I was really disappointed when they decided to not make sequential numbers an option. I wish they would look into it again. It is such a COMMON ask.
Does anyone know if there is a plan to have a summary panel for the Project list like there is for Requests and Tasks? It would be nice to quickly update at a Project level instead of having to click into the project itself to make a directed update to the project. Or is there a more efficient way t...
I work an in-house creative services department. We have a request intake form that we convert into projects. Sometimes the request has multiple deliverables. I'm wondering what would be the best practice to handle these two different scenarios. 1) In some instances, it makes sense that the sole req...