Danielle Wilson

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Report or dashboard to illustrate the project plan and when it goes off schedule

Project Time Lines: For each new client project, we create a project plan broken down by phases or sprints.  We include our own department resources' effort and duration with predecessors, and key ...

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Automation rule in a custom item type (space level or account level)

I have a custom item type and want to add an automation rule to notify who ever is assigned once the task creation is finished.  The problem is I don't know WHO will be assigned to the task until a...

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Create and send a client-facing project plan

Hello, We would like to send our clients a project plan (table or gantt) so they can see the status of the project, what meetings they are responsible for and any client due dates for material.  I ...


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