Editing and refining saved (starred) advanced search reports

[lpb]

@Kevin_Kriner1, Until/if this becomes available, I try to set up workflows that don’t require this, as explained in my Forum Leader Tip here:

Ongoing Processes: *Current* Project, Aging, and Archiving Best Practices

Do you annually recreate some projects so you can update for the new year, like 2023 Marketing Requests? Or even worse, frequently recreate monthly or weekly projects, for example, Week 24 Dev Sprint? Stop that! (I’ll explain . . .) For ongoing process projects, like a marketing or operation team’s workstream, where work flows in, is actioned, then completed only to be replaced by more work, there’s a simple tweak you can make to simplify and clarify. Just recast that project instead as “ever…

Hope that might help to keep in mind,

Larry