We have been using a Board for ‘PreSales’ requests that come in. Part of that board i WorkForms’ which we have built so the Sales team can, using the WF link on our Intranet, request a new Presales.
We were using Boards for Project Management until we found that actually a Portfolio was much better. Now I would like to ne able to utilize a WorkForm for new Projects as currently i have manually creating new projects.
Any one else come across this and managed to resolve it?
TIA
Mark