Trevor Tollefsbol
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I am a mechanical engineer who has worked in product design and development for more than a decade. I have a passion for combining aesthetics with sound engineering practices, as well as a love for product and project management. Get me excited about learning something new, and I'll have a laser focus on becoming an expert no matter what the subject, software, or activity is. Your shared knowledge is my gain, and I hope to give the same in return.
Cheers!
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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...
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...
Hi Sadie E, To create a dashboard showing your outstanding approvals, use the following steps from your Dashboards panel: Hit the dropdown menu and create a new dashboard with a meaningful title. ...
Hi Meghan, In our organization, new product development projects are not allowed to generated without an approved brief. Briefs are done through request forms with a basic eye to market requiremen...
Anna Wallace Great minds think alike! We use the same technique, but have specific use cases where automated date updates with status change would be extremely helpful.