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Hello There,
We have a project plan and would like represent them on a Dashboard. How we should proceed ?
You will want to create a report of that project plan. I usually include the high-level details of the project plan and not all of the columns of information- base this on the audience that your dashboard is built for. Once you have created the report on your plan then you should be able to add it as a widget (report) to your dashboard, just ensure that your view within the report is set to Gantt.
Hi, I have automations in place to generate various documents, based on the form completed. Once the document is generated, the user WOULD receive an email that included a message I create and then a link (at the very bottom) for the recipient to click on to download the generated document. Now, I still get the email but…
Is anyone aware of a method to inspect the login history of individuals added to your Safe Sharing Exempt List? We feel it would be wise to audit this periodically and then disavow anyone who has not logged in after x months
Hi! We have a project list that goes through our SteerCo for approvals on Wednesdays. I have an automation that sends all approval decisions from the meeting to the stakeholders following the meeting (set an hour after meeting conclusion). We have it set up so that only a couple admins can see the main sheet, all other…
