Is anyone using a project as a Team FAQ or Source of Truth? | Community
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Nevalee_Hedges
Level 2
April 5, 2024
Solved

Is anyone using a project as a Team FAQ or Source of Truth?

  • April 5, 2024
  • 2 replies
  • 1074 views

We are looking at ways to set up a project as an individual team's Source of Truth and are curious if anyone has done so and what that looks like. A place to hold any team documentation or quick guides. I've seen it mentioned in a few of the webinars/events but can't seem to locate that information. Thanks!

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    Best answer by KellieGardner

    I do this. I created a project and have the tasks as a resource and use the URL field with a link to where to find the resource. I call it a knowledgebase project. Then I create a report/dashboard and pin it to a layout template.

     

     

    This is the code for the "click here" 

    columnwidth=500
    displayname=Help Link
    link.url=URL
    linkedname=html(URL)
    shortview=true
    textmode=true
    usewidths=true
    valueexpression=IF(!ISBLANK({URL}),CONCAT("Click Here"),"")
    valueformat=HTML

     

     

    2 replies

    KellieGardner
    Community Advisor
    KellieGardnerCommunity AdvisorAccepted solution
    Community Advisor
    April 5, 2024

    I do this. I created a project and have the tasks as a resource and use the URL field with a link to where to find the resource. I call it a knowledgebase project. Then I create a report/dashboard and pin it to a layout template.

     

     

    This is the code for the "click here" 

    columnwidth=500
    displayname=Help Link
    link.url=URL
    linkedname=html(URL)
    shortview=true
    textmode=true
    usewidths=true
    valueexpression=IF(!ISBLANK({URL}),CONCAT("Click Here"),"")
    valueformat=HTML

     

     

      Doug_Den_Hoed__AtAppStore
      Community Advisor
      Doug_Den_Hoed__AtAppStoreCommunity Advisor
      Community Advisor
      April 5, 2024

       

      Motion seconded @kelliegardner, 

       

      I recommend the same approach, noting that by using Tasks, you can also:

       

      • use parent > child > grandchild (etc.) tasks to create volumes > chapters > topic hierarchical reference material 
      • use the built in Task Number sort (or some fancy view / indenting / grouping) to reinforce the hierarchical nature
      • use collapse by default to help users focus on the top level items first, then expand as needed (or expand all, if preferred)
      • use assignments (i.e. by user, group, team, etc.) to manage which users see what tasks (i.e. references)
      • use task status (or more sophisticatedly, planned start and completion dates, as a "do not open until" and "best before" respectively) to control which tasks (references) are shown when should be presented, via the report filter
      • use charts (e.g. by parent, with children stacked) to navigate graphically by area, then (once a child is clicked), within the list, via the hyperlink

       

      Regards,

      Doug

       

      CC: @justincr4 - as per our discussion

        N
        Nevalee_HedgesAuthor
        Level 2
        April 15, 2024

        Thank you! These are some great insights.

         

          S
          Sujatha_TS
          Level 4
          July 23, 2024

          I do this one the cookbook way. This has helped my new team members look for details, reference materials, quick answers using q&a etc. here is the link refer page 22, 2021.07 Reporting cookbook_final.pdf (workfront.com) 

          there are few other reporting that might be helpful. 

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