Additional Customization and Tabs | Community
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July 16, 2019
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Additional Customization and Tabs

  • July 16, 2019
  • 0 replies
  • 251 views

I am a big fan of this product. There are some enhancements I'd love to see added.


1. A "Meetings" tab (similar to the Risks and Issues tabs) for tracking meeting notes, attendees, etc.


2. A Contacts Tab for logging external contacts, vendors, clients, etc. Ideally, this field would allow populating tasks with those names, which could then be tied back to their Name entry.


3. Custom Forms, for things like an online Project Charter, Communications Plan, etc. Currently, the custom form option is pretty limited.


Again, big fan of this product, which my department has just started using.


Thanks!