1. Сообщество
2. Best Practices
3. [Open Discussion] Share Your Favorite Automation Rules! 🤖

We have some fun ones that have proven useful. We have some that are like those already mentioned above where if a task status has not changed after a few days, then the automation sends an @ menti...

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2. How To
3. Duplicate question or page in a request form

Michelle glad  I could help. Have a great day. 

1. Сообщество
2. How To
3. Duplicate question or page in a request form

Michelle, This is easy to do. You basically need to add the Custom User Field that has already been created into the Folder to which the results of your request form will go. To do that, when you a...

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2. How To
3. Duplicate question or page in a request form

Michelle, As far as I know there is not a way to take some questions from one request from and add to a different request form. What you can do, as I am sure you already figured out since you asked...

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2. Best Practices
3. Share your workflows!

We have many, even though we are not a marketing or a project managing company, here are some workflows that we use for our internal processes.  Bill Tracker/Work Expense tracking.  We use this to...

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2. How To
3. Workflows & Assignee Changes

Hi Anna Wallace, I believe the new automation could help you here. I have been playing around and here is a way I think you could incorporate the status change and get the notifications correct. Wh...

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2. How To
3. How to cancel a sent invitation?

Hi Casilda Loh when you go to your users section within your Admin Settings, you can find your Pending invitations by clicking on Status. All Pending Status will either be at the Bottom or the Top ...

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2. New to Community? Start here!
3. [Welcome!] New to the Community? Introduce yourself! 👋

Hi Ciara Cyr I agree with Marj Downey when taking notes. This is very easy to do, and we keep notes this way for all meetings. Subtasks are very handy to create the actionable's. One other thing I ...

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2. Best Practices
3. Share tasks between multiple Spaces

Shobha Aggarwal the issue around your task status of "On Hold" is that even though it is named the same each "On Hold" exists in each of its workflows. When looking at the board view, it only shows...

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2. Best Practices
3. Adding Customized Project Statuses

Hi Ashley Gustafson, This project status is a custom field and can be edited from the project, or folder level. When you have the project or folder open you will want to click on the three dots in ...