Is it possible to add comments/updates to a project directly from a report? | Community
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MaryFox1967
MaryFox1967
Level 2
December 30, 2020
Question

Is it possible to add comments/updates to a project directly from a report?

  • December 30, 2020
  • 2 replies
  • 1216 views

I'm trying to simplify steps for one of my team members, I've created a task report for her so all same tasks are in one place and she can mark 100% from the report, but she also needs to add comments to the project for multiple people to see. Currently she has to go into each project individually.

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2 replies

Doug_Den_Hoed_AtAppStore
Community Advisor
Doug_Den_Hoed_AtAppStoreCommunity Advisor
Community Advisor
December 30, 2020

Hi Mary,

Although that is an efficient (and longstanding) suggestion, the current in-line editing functionality only allows updates to the “base” object (eg Tasks, on a Task report), so until that changes (@Matt Thomas‚ ?), I believe the way you are doing it (ie opening each Project) is necessary.

Regards,

Doug

    MaryFox1967
    MaryFox1967Author
    Level 2
    December 30, 2020

    Thank you

    SamanthaIsin
    SamanthaIsin
    Level 7
    December 30, 2020

    Mary,

    We use a custom field called 'Notes and Comments' on all of our projects. I pull that field into task reports to users can 'make updates' on the project from the report. However, these updates don't work like the standard update field. i.e. you can't tag users, notifications don't trigger, etc.

    But it works well for our use case.

      MaryFox1967
      MaryFox1967Author
      Level 2
      December 30, 2020

      That sounds like a great work around! In this instance, the user does need to @mention people so it won't work, but I might try for other uses.

      Thank you!

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