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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...

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
  • 1529 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
  • 918 Views
  • 4 replies
  • 0 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  
  • 1815 Views
  • 3 replies
  • 2 helpfuls

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
  • 860 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
  • 964 Views
  • 3 replies
  • 0 helpfuls

Sprint Planning NOT available in Collaborative Work Management

Hi all,I cannot select Sprint Planning in a Collaborative Work Management Board. The option does not appear under Personalize → Views, even though Agile Development is licensed, roles are correctly assigned, and Stories are available. "Story" can als...

I cannot view the Kanban for the current Sprint.

We updated CWM and Strategic Planning Workspace so we can synchronize EAP with CWM, allowing teams to manage their user stories and sprints within CWM.The problem we encountered is that in CWM, the Kanban Board is general for ALL user stories, and yo...

Leo_Andrada by Tera Contributor
  • 747 Views
  • 1 replies
  • 1 helpfuls
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