We have recently started using the Resource Planner and have noticed that when a worker assigns themselves to a task, the Job Role is removed and then the task no longer appears in the Resource Planner. Additionally, we are seeing that Planned Hours are being cut in half in the Planner. If 4 hours a...
Has anyone else noticed that you now have to click twice to reply to an update? Once on the reply button and again to enter the text box. It wasn't always that way was it? I am an old, head-down typist so half the time I click reply then type into nothing!
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Our creative director mostly spends his time in WF reviewing and approving tasks and documents. The "log time" option doesn't appear on tasks or documents he's sent for approval, but we want to capture the time he takes as its a large portion of his billable time. Right now he can manually search an...
Just wondering if anyone has ideas on how to use Epics in WF. I’ve tried various arrangements of parents on a project to mimic but none work very well. Is it possible to have the progress on the Parent task of one project update the progress on a different project parent task? What I’d really like ...
Looking to build a report to show projects where any dates have changed. Could be Tasks dates, could be Project Planned Completion Date. And bonus if I could show # of times dates changed. I had automated baselines in place to pull when the Owner changed the Status from Planned to Active, but if the...
I know I have done this before because I have an excel spreadsheet with all fields from one of our longest forms ....but nothing I can find is working. help!!!!
Is there a proper/recommended way to separate the data of two groups/companies/divisions of data in the same instance? For example, if I want Marketing and Sales to both use our WF instance, but they never want to see each other's data: projects, requests, tasks, etc. for convenience and security re...