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Will Kerr

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Activity overview

Activity overview

Latest activity by Will Kerr
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Will Kerr commented,
  1. Community
  2. Product Feedback
  3. Nested Project Reports

Hi Lisa Yes, custom field values can be visible on reports, but if a project acts as a grouping item, those values are no longer displayed and are replaced by just grey coloring to denote the group...

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Will Kerr commented,
  1. Community
  2. Product Feedback
  3. Nested Project Reports

Hi Lisa, Thanks for the information. Where that does seem great for reducing clutter, it also reduces the information that we need, as in your example, and in our testing, if a project is nested in...

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Will Kerr created a post,
  1. Community
  2. Product Feedback

It looks like you have a hierarchical report view for tasks, but not for projects. We nest media projects inside of larger client projects, and would like to present that in reports in a nested fas...

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Will Kerr commented,
  1. Community
  2. Product Feedback
  3. Add Portfolios above Projects

I set it up, and it definitely works, so I thank you, but it's not quite as organized as we'd like - it would be nice to have portfolio-level workflows, custom fields and so on, so that everything ...

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Will Kerr commented,
  1. Community
  2. Product Feedback
  3. Add Portfolios above Projects

AHA! we are currently using folders, but didn't really think of using Projects inside of projects. Since we track portfolios differently than we do Projects, there may be some hoops to jump through...

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Will Kerr created a post,
  1. Community
  2. Product Feedback

Right now projects exist inside of folders that cannot have custom fields or show up in reports, but often times we find that our projects are with particular clients that we would like to report o...

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Will Kerr created a post,
  1. Community
  2. Product Feedback

It would be nice if you could report on when a project (or a field inside a project) was last updated. The history option is great in fields, but it would be nice in a report to know you are gettin...

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Will Kerr commented,
  1. Community
  2. Product Feedback
  3. Table View, Split screen for Task Details

For admins, updating processes, or creating processes from scratch, the ability to quickly move from task to task to copy and paste information from one task to another is drastically slowed down b...

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Will Kerr created a post,
  1. Community
  2. Product Feedback

It would be really nice if Table view mirrored List view when you want to see the task details, creating a second pane on the right side, instead of having a pop-up blocking interaction with the re...