In this article you'll find a running list of our most frequent FAQs and Tips for using and implementing CWM. Feel free to add your own tips in the comments or ask a question!
The following information is based on the May 2024 store release of CWM.
Q: I created a Board/Doc in My Space. How do I share it with others?
A: Items in "My Space" cannot be shared with others. But you can create a shared space, and then move those items to that space. From the left-hand menu, hover over the item that you wish to move. Then click the more actions button and select "Move To." Note that you cannot move items from shared spaces to your "My Space," so you will not be able to undo that action.
Q: Can I assign a task to multiple users?
A: Yes! The out-of-the-box "Assigned to" column is single-select only, which enables it to be used in Kanban boards. But, you can also use the out-of-the box "Additional Assignees" or "Assignment Group" columns to assign a task to multiple users or to a user group. To use those columns, click the gear icon in the upper righthand corner of the List view and check the box next to the columns. You could also create a custom column with the type "People" and turn on the "Select multiple people" toggle.
Q: Can I create an automation to send reminders to task assignees?
A: Yes, use the templates to send a date-based notification or email to any custom or out-of-the-box "People" column, including Assigned To, Additional Assignees, or Assignment Group. We recommend adding additional conditions, such as the status being Open or based on the priority level of the task to avoid overwhelming users with emails or notifications.
Q: Why can't I use my custom label field as a lane on my Kanban board?
A: The Label column type is multi-select. Instead, use the Dropdown type which is single-select.
Q: Can I edit the name of a default column?
A: Default columns cannot be edited at this time. Instead you can create a custom column and hide the default column (by clicking the gear icon and unchecking the box next to the default column). Keep in mind that the default columns are used in the following ways:
- Start/End Dates are used on the Gantt view
- Status drives the "Percent Complete" for the CWM Board, which can be seen in a portfolio plan in SPW/PPW
- Assigned To and Additional Assignee columns drive notifications
