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  • 12/5/24
    Greetings - I'm looking for some help with Project Conditions. I think this is a setting issue but I'm not finding it. We want when a task is overdue for the projectr to show In Trouble. What does the Project setting and Task settings need to be for that to happen? Thank you!

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  • 12/5/24
    Is it possible to transfer permissions of everything I built to a new admin? Thanks

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  • 12/4/24
    Has anyone developed a way to generate a proof review report that shows you proofs you were assigned to as a reviewer only?

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  • 12/4/24
    We currently still use a Lean Kit board to track our projects in addition to WF. We've set up a WF Kanban board as a replacement to remove duplication of efforts.  We are experiencing some issues. 1. The card is creating a task in the existing project if we link the card to the project. Why is it cr...

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  • 12/4/24
    I have a report that is not pulling custom form data. I have triple checked they are all correct and the information is on the projects and on the forms. It is pulling into other reports, but even if I copy the report it is not pulling. There are no filters blocking the data. If I manually add in th...

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  • 12/3/24
    Since the system custom quarters don’t contain enough entries and doesn't apply to Gantt views, I attached project and task custom forms with calculated fields for fiscal year quarters for actual start and actual completion dates that I can use for reporting.To do the same thing for requests, I’m go...

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  • 12/3/24
    Is there a way to visually indicate tasks that are affected by user's time off in the project view? An icon, a row highlight, etc. Anything would be helpful. Right now it's too easy to miss project delays because individual task rows don't provide any indicator that they're affected.  I tried experi...

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  • 12/3/24
    Hi! My team is working on standardizing our project naming conventions. We're thinking of the following: CAMPAIGN_DELIVERABLE_ MMYY_DEPT_ REFERENCE  For the dates, what do you typically do for your projects? The go-live date? The project conversion date?  Thanks!

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  • 12/3/24
    Hi everyone, I was wondering if anybody could advise how the 'Requested By' field is populated under the Issue Stakeholders section of the Overview in an Issue/Request. The field is appearing as N/A, but I can't seem to find where it links to. Thank you!

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  • 12/3/24
    I'd like to make a report that shows all the updates a particular person was tagged in for the last 3 months (or prompts for time and person). Also, I'd like to make a report that shows all the updates a particular person made in the last 3 months. All the posts I've seen about this are older and me...

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