Our project templates have multiple job roles assigned to one task. Once we are done assigning people to the project we want to bulk remove all unassigned job roles so that it doesn't affect the Workload balancer. Meaning a task has 6 different job roles that COULD be assigned, but we only need one ...

In our instance we are looking to set up an Omni approach. Does anyone have an example of this working well? We are mapping this out and get hung up on things like what info is on a parent project, program or type based project (child projects), as having information scattered makes reporting compli...

As we move into the new normal at our office, there are times where people will be remote for weeks at a time - just wondering if there was a way to put in days people plan on working remotely. This helps us plan some of the in person work that needs to be done. It would be nice to see remote days v...

I'd like to display the project users and job roles within my expense report. I found the link below, but I would like to transcribe this to an expense report, rather than a view. I was able to get the columns to populate - however its not pulling in the project user data. I am a novice at text mode...

Hi WF Community, I've been able to link Dropbox files to the document section. The issue I am encountering is that when I click the link, it's downloading the files - rather than opening them from the dropbox location. We want to utilize this feature for "live" documents that we want to collaborate ...

THANK YOU! This is exactly what I need!!!

I think this is getting close. I've not tried the collections feature. What I'd like the column to display is the planned completion date of a task that is part of the project template. I think I can do this, but I am not entirely sure what the code would look like. For the sake of understanding. Th...

I am looking to be able to see both project custom form data, along with specific task data from the same project displaying in the columns of a view. The output intent is that I can view and entire portfolio of projects while seeing both key project specific custom from dates alongside the planned ...

Previously this showed up in "my updates" if there were documents that people need to review/approve. I can't seem to figure out the layout in which it clearly shows any outstanding documents needing approval via ProofHQ. (not just document approval)