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Gretchen Linder

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  1. コミュニティ
  2. Product Feedback
  3. [Status: Launched! 🚀] Duplicate Reports

It's typical that as an administrator I will build the initial report, then hand it off to a manager so they can simply make modifications from it. I've seen it more beneficial to have a manager be...

  1. コミュニティ
  2. How To
  3. Attach files from ipad

@John Wolf You can upload files from iPad if you use the desktop version of the app instead of the mobile app.  In Safari, you hold the refresh icon on far right within the address bar.  In Google ...

  1. コミュニティ
  2. Weekly Release Notes
  3. 🕐 Releases-Timesheets, mass actions, and not-from-scratch workflows (01/22/18)

@Stephanie  We noticed the updated sharing box a couple weeks (?) back.  What is the best way to find these items prior to release? As administrators, we'd like to have a jump on any new items that...

  1. コミュニティ
  2. Product Feedback
  3. Reporting and Dashboards - Recycle Bin

I also have this question around how to manage the recycle bin as an administrator. We have had users accidentally delete projects as they were showing up at the top of their left navigation. These...

  1. コミュニティ
  2. How To
  3. What happens to tasks when a user is deactivated or deleted?

@Lisa Thank you for your reply.  So in the case where we want to keep the historical ownership it sounds like we would like to deactivate the user and not remove them. That sparks two additional qu...

  1. コミュニティ
  2. Product Feedback
  3. Change Task Status when Duplicating Projects

Is this solved by the new blueprints functionality?

  1. コミュニティ
  2. Best Practices
  3. [Open Discussion] How to Manage Incoming Marketing Requests

Currently, we use both an external and internal request form for different audiences. The projects created from each request form default into separate folders in order for the traffic person to be...

  1. コミュニティ
  2. How To
  3. What happens to tasks when a user is deactivated or deleted?

I have an additional question around this topic.  If the user is an owner of projects, and we use that field to search, report, or create dashboards...if the user is deactivated or removed, is the ...

  1. コミュニティ
  2. Product Feedback
  3. [Status: Investigating 🕵️‍♀️] Mass Editing Projects - especially moving them is PAINFUL

We also have a use case for this. Currently, we use both an external and internal request form for different audiences. The projects created from each request form default into separate folders in ...

  1. コミュニティ
  2. Product Feedback
  3. [Status: Backburner ⌛️] Excel Import to Update Tasks

Hello - we have a use case where there are a dozen or so fields related to consulting and discovery before a project is passed onto creative (think Sigma Black Belt). We have set up the fields as a...