In a task report, you can add a column for "Task >> Category Name". This
will place a link to a popup with the form in the report. In a project
report, you add "Project >> Category Name" for the same thing. Caveat:
Don't use "Category >> Name" as it will not give you the popup. If you
want to auto-add a form to an object, create a column for one of the
fields on the form. When that field is filled out inline (on the
report), the form will be added to the object. Caveat: the chosen field
can only...