Mirror project details in task details | Community
Skip to main content
Level 2
July 14, 2023
Question

Mirror project details in task details

  • July 14, 2023
  • 1 reply
  • 453 views

I have an integration that can only read information at the task level. Is there any way to mirror some of the project details, like Portfolio and Program, at the task level?

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

1 reply

Madalyn_Destafney
Community Advisor
Community Advisor
July 15, 2023

You could probably create a calculated custom field the lives in your task custom form (would have to live in all tasks) that automatically shows the project details of the project the task lives in. If you need this also for portfolio details, that would be a separate calculated field). Of course it’ll show blank in your task custom form anytime project/portfolio/details are not present.

If this helped you, please mark correct to help others : )