RealAdvice

WarpCore

WorkFlow PM

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Someone can't open a project

Troubleshooting

Someone can't open a project

A person cannot see a project, or cannot be put on its tasks.

Symptom

  • A person says they cannot find a project in Workflow Projects or on My Tasks.
  • When they open a link to it, a message says “This may have been removed, or access to it may not have been shared with you. If you need it, ask whoever runs this work.”
  • When you select Assign on one of its tasks, the person is not in the list.

Likely causes

  1. They have no role in the project's department, and nobody added them to the project.
  2. They were added to the project only. Their WorkFlow PM section has My Tasks, My Route and Help, but not Workflow Projects.
  3. Their access was removed.
  4. They have left the company, or their staff record is not active.

Checks

#
Check
1
Open the project's People. If their name is not in the list, and they have no role in the department, this is the cause.
2
Their name is in People, but Workflow Projects is not under their WorkFlow PM section.
3
Their name is not in People although someone added them before.
4
In People or on a task, their name shows No longer active.
No records

Fix

  1. Add them to the project: Give someone access to a project. If they need every project of the department, ask a company administrator to give them a role there.
  2. Tell them to use My Tasks once they are on a task, or send them the project's link.
  3. Add them again with Give access.
  4. A person who has left cannot be added. Put someone else on their tasks.

Confirm it worked

They can open the project, and they are offered when you select Assign on its tasks.

Who to ask

A department manager adds people to one project. A company administrator gives roles in a department. See Who can see and do what.