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How to manage recurring projects in PI?

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4 comments

  • Alex Roman

    Hi Olivia,

    Can you elaborate with a specific example of what you mean by recurring projects?

    0
  • Margaret Campbell

    Maybe Projects that happen over and over again? Use Project Templates (https://support.projectinsight.net/hc/en-us/articles/115001002323-Project-Templates) to launch a project again and again to follow those similar steps.

    0
  • Kaflin Qalex

    Is there a way to create a report that captures tasks, issues, and to-dos similar to my dashboard work list except filtered to include several different users?  I have to run three reports to see all of the items assigned to the people on my team, task report, issue report, and to-do report and I am wondering if it can be consolidated into a single report.

    harvey's cornwall menu

     

    0
  • Wimberleyson Travis

    Is there a way to create a report that captures tasks, issues, and to-dos similar to my dashboard work list except filtered to include several different users?  I have to run three reports to see all of the items assigned to the people on my team, task report, issue report, and to-do report and I am wondering if it can be consolidated into a single report.

    High pay truck jobs

     

    0

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