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CWM: Doc Page Landscape Format

 Dear Community,I have created a document page that includes a table with more than 8 columns. While the columns are visible by scrolling horizontally, I would like to display the entire table in one view. This could be achieved by using a landscape ...

ErAs-xx by Tera Contributor
  • 369 Views
  • 1 replies
  • 0 helpfuls

A couple questions about CWM

Is there an ability to add a colored dot/tag like in VTB to a card? If not what would be an alternative?When viewing the kanban board what is the alternative to the VTB being able to click on a user's name at the top to automatically filter by what's...

Marlon Dale by Tera Expert
  • 1892 Views
  • 11 replies
  • 1 helpfuls

Track percent completion for CWM Tasks

Hi All,We would like to track percentage completion for CWM tasks in the same way it is tracked for Projects and Project Tasks. Since this functionality does not appear to be available out of the box, can it be customized to support this requirement?...

Resolved! Submit Button Not Working When Creating Epics in CWM

When we try to create an Epic from a CWM Board (Add Item [dropdown] > Epic), the New Item side panel opens and I'm able to fill out all of the fields. When trying to click Submit nothing happens - no Epic creation or change in window. This is happeni...

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bperkins by Tera Contributor
  • 1095 Views
  • 4 replies
  • 0 helpfuls

Resolved! Best Practices for Projects

1. We currently have several projects within the same team and are trying to determine what the best practice is for creating boards within the same space. Is best practice that boards be created for each project? And if so, can stories from all team...

WorkFlow - When Group Owner changes, find Department Name of New Owner

I have a workflow started.  Got the trigger down pat:1- Group updated where Owner ChangesThen I need to:2- Look up the department name of the new owner3 - Set Group.Parent = NewOwner.Dept.Name I have tried, but been unsuccessful for steps 2 and 3. An...

slwbid by Tera Contributor
  • 592 Views
  • 4 replies
  • 0 helpfuls

Resolved! Import existing task in CWM

Hi, I am trying to learn how to use collaborative work management. When you install it, you create a space, a dashboard... that initially is empty.Is it possible to import in that dashboard the tasks, defects... that already exist in the system in th...

Vero Moral by Tera Expert
  • 2125 Views
  • 3 replies
  • 3 helpfuls

Migration from other apps to CWM

Anyone migrated data and processes from other applications to CWM? For example, migrate from Trello, Asana, or Smartsheet to CWM.I would like to hear your story and what worked well and what didn't.

Community Alums by Community Alums  
  • 1578 Views
  • 3 replies
  • 2 helpfuls

How can I import tasks from excel into a board

From testing I know that I can define a data source, attach a workbook and define a transform map/field mapping to create or update tasks in a board however when using a custom column I see no easy way of determining the correct target field given th...

Resolved! Moving Doc or Boards from one Space to another.

Just curious if it is possible to move or copy a board or doc from one space to another and if so, how?  I'm guessing it might be possible if you save it into a template and then share that out, but that really isn't the functionality I'm looking for...

jaguthrie by Tera Contributor
  • 603 Views
  • 1 replies
  • 1 helpfuls

CWM: Is it possible to create a report using the sn_cwm_task table?

One user, that works with multiples CWM boards wants do create a Report using the sn_cwm_task table as source for the report to view all tasks from all boards in one place and make some data visualizations to manage the tasks.  User role: sn_cwm.cwm_...

RodyDio by Tera Contributor
  • 694 Views
  • 3 replies
  • 0 helpfuls