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Zachary Dilworth

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Recent activity by Zachary Dilworth
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  1. Community
  2. How To

Workflow reports

In the workflow reports, do the transition delays include weekends or are the based on M-F workdays? I noticed that these transition delays seem a bit longer than expected.  Are there other ways I ...

  1. Community
  2. Best Practices

Marketing campaign dates vs project dates

I am trying to improve our understanding of Project start dates and campaign launch dates, not necessarily, project end dates. We have been operating under the assumption that we can produce a camp...

  1. Community
  2. Product Feedback

Automation rules

It would be great if we could setup automation rules that update a custom field value based on the folder that a task or custom item task is located in. This feature would enable our project data t...

  1. Community
  2. Product Feedback

Map project request form answer to task workflow

We would like to map the project request form response to a specific task workflow. We have a 3-stage approval process setup in each of our task workflows. The approvers are different for each proj...

  1. Community
  2. Product Feedback

Map Project Owner to Specific Task Workflow




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