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Hi Lauren Todd, Nice workflow, and very similar to how we structure ours. We add an additional status with our approvals when they are rejected so we can see that the task moved through the approv...

Hi Roxane Carrier, To keep our workflow consistent and clean, we only use workflow driven approvals. 95% of the time, there is a document that must be reviewed with the approval, so we add that do...

Hi Lea Labastida, No worries! I will do my best to get you un-stuck. For our business, it makes the most sense to have a risk register in every project, because most projects are unique products....

Hi Lea Labastida, I have not made a video of this, but if you have any specific questions or steps you are getting stuck, I am happy to answer what I can. Cheers! Trevor

I have upvoted Florian Kislich's post here. I would like the added functionality to globally turn off auto-follow tasks when someone @mentions you. The problem this creates in our organization is...

Hi Anna Wallace, as always, great minds think alike! Yes, we use the same automation for a workaround, but definitely not sufficient for our needs and prone to user error. How many times have you...

The goal of this automation request is to reduce the amount of human interaction/error with task date changes based on known parameters and better predict project completion when specific tasks rea...

I don't yet see the benefit of Work Templates over Blueprints. Our Blueprints already have pre-assigned users and custom fields. In addition, any user can create a new project using a request for...

Thanks for sharing. One suggestion to new users is to also be conscious of how you want to structure your reporting. If you wish to create a task status report organized by Project, the report wi...