I know that changing a Custom Field within one form will change it across all forms, and that is ok, but I would like to ensure that I know all forms currently using it just to ensure I know everything being impacted. Apologies as I am sure this has been asked before. Was hoping there was a way to...
Hi WF Community, Is anyone aware of how to pull in field data from the Companies object into a calculated custom field on either a project (preferred) or portfolio custom form? It doesn't appear as though there is a direct relationship between Companies and Project or Portfolio; however, when creati...
I'm looking for a way to see all the tasks that are assigned to an individual, including tasks that are assigned to any team they are a apart of. I ran a task report and used to Assigned To Id = and got close but am missing tasks that are assigned only to teams that I am on. Any ideas?
It was in alphabetical order in the legacy experience, and it's a little jarring to see the randomized list of favorites. Anyone else struggling with this small detail.
I had this happen to one person. It seems impossible that either of us with access to it would have accidentally unassigned her, as she was the only person to be assigned to this Layout Template, it was customized for her. Has anybody else experienced this in NWE?
We are looking to create a content calendar for items like email sends, webinars, article publishing, sales material launch dates. These items live within a multitude of projects. Is there a way to export this information to a calendar or something similar? I was thinking possibly adding tasks as mi...
Hi, all. I've finally taken the plunge into the New Experience this week! Generally, the experience has been positive, but one change has me pulling my hair out today. "Upcoming iterations" used to be visible as a link in the (Agile) Team View, but I no longer see it in the New Experience; only t...
I understand cards are tasks (stories), but it would be nice to visually see what project they are associated with, when shown on the Kanban Board. Any thoughts on how to accomplish this, without having to click on the caret next to the task name?
We have some projects that repeat on a regular basis with slight updates made to the original request - how do we go about in having the requestor copy the original request, change the content that needs to change and resubmit for our Ops team to convert into a project?
Hi everyone, For anyone who has been using the Teams feature, are we missing something on being able to administer what users can and can't do with teams? We cannot find anywhere to turn off the ability of a Plan license to delete teams created by another user or the ability of a Work license to go ...