Used the tool to log all sales opportunities / pipeline management but only count of tickets are summarized, value of opportunity on each ticket do not show up in TOTAL. Anyone knows if there are JIRA update here or good third party to try here?
Hi!
While the new workflow scheme is active you can't erase it. First, you should change the workflow scheme of the projects that are using it. Then you will be able to erase it.
You can change every workflow scheme entering in the administration section of every project and then in the 'Workflow' tab.
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So should I go ahead and reassign all my projects first, then go back and delete the old scheme? I assume that will then remove it from my workflow altoghter, correct?
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Exactly, I had a lot of issues with this the first time, I always thought that the scheme should have an option to create a draft.
But for now you have to do the reasign first, and then erase the scheme. Note that this won't erase the workflows, just the scheme.
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That is what I needed. Thanks again! That's twice today you have helped me ; )
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Glad to hear that worked! :-D
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So should I go ahead and assign all my projects to the new scheme first, then when it is inactive, delete it?
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yes
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