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I couldn't agree more with Tuomo Suominen and Ashley Fischer. Mentioning the project owner rather than the author seems a more intuitive and basic function that would help a lot.
This all seems like a lot of work; creating workflows etc. I would probably just go with Excel and attach it to a task or personal project. 🤷 Pardon me if this is a dumb question, but what's the be...
Please add me to the list to register for the webinar also. Thanks! 🚀
This is exciting but I don't see the date option yet. When can we expect to see it?
Thanks for sharing, Sherrie Besecker - that looks like it was fun to set up! 😅
That's super helpful, Sherry B - thank you! Do you have a screenshot of the blueprints and request form you could share? I like the idea of using folders and assigning those based on the deliverabl...
Absolutely, @..., Thanks!
Hi @... Thanks for the reply. It may not be an automation per se, but currently we have our request form set to apply one of six blueprints based on a custom field we have for Deliverable (email, w...
Like others, we use automation to close/archive projects when tasks have been completed. It would be nice to have some kind of automation on which blueprints to use based on custom fields, but I'm ...