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adding email adress/people into contact group (issue)
Hello everyone. I often create contact group. I used to be able to put any email adress/people I wanted into these contact groups...until today. I created new group today, and for some reason, I sometimes get a message saying "you cannot add this user to this group". This message seems to happen only for specific people…
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Sharing Data
I have a master sheet containing all information regarding the products we manufacture. I need to share MOST of the columns with our sales team, but there is some data that shouldn't be shared with SOME sales reps. I'm hoping there's a way to "tag" what columns each sales rep can see. Any ideas?
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How do you include attachments when emailing reports?
I created a weekly report for my team and some line items have attachments. When I send the report summary by email, how do I include the attachments with the report?
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Adding dependencies halfway through the timeline
Greetings, Are there another dependencies apart from the four inbuilt ones (SS,FF, SF,FS) ? I need to link milestones halfway through some of the tasks. For example : If task A takes place over 10 days and on the 3rd day, there a milestone to be reached, how do we create the dependency between the two ? Thank You
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Automation - Changing data on feeder sheet will update recipient sheet too?
Hi there, I was trying out the automation function to link important dates from several project plans to one central location that will act as a calendar. Automation is: If "Add to calendar" = checked, copy row to calendar sheet. The premise works well, but in cases where the date changes on the primary sheet, this does…
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Is there a limitation for current user selection in reports?
Hi, I have not found any info on this in the community or in the help sources. Before I start to implement reports and dashboards with the "current user" feature, I would like to know if there is a limit to the count off concurrent users accessing the same report at any time? Greetings Stefan
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Automating Status Balls Around Date & Checkboxes
Hey All, I would like to to automate the g/y/r status balls around both due date and checkboxes. I would like the status ball to display green if the "due date" is further out than a week from present day. I would like the ball to show yellow if the "due date" is within one week of today. And I would like it to display…
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Resource Management Best Practices and/or Tips
We are beginning to use resource management. I have everything turned on and set up, but am looking for best practices for allocating resources to a project. Here is an example: 5 people are going to attend a 1 hr meeting. I am assuming I enter all five individuals in the assignee column, 1 hr in duration and 100% in %…
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hi, can i request an approval to a manually entered email?
so far i can only create the approval workflow to the auto create ID row, but lets say i want to trigger an approval to Mery@Xcom.com and that Mery@xcom.com was entered in the form thanks for the help
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Dashboard Report Widget: Columns Content and GANTT aren't in the same line
Created a report and added the report via widget to the dashboard. Realized, that the lines are not matching....Content line height is obviously different to the GANTT line height. The report itself looks good and correct - the change is only when presenting in the widget. Is this a 'feature'? Thankful for any help
