@David Taylor - moventus , Thanks for the reply. When we create task reports, we need to know the region and market and manufacturer the client is associated with, but getting company info on a task report is difficult if not impossible. Example: CMPY (Custom form attached to each company) Company: ACME Cars of Tulsa DE:Client: ACME Cars of Tulsa DE:Region: Central DE:Market: Tulsa, OK DE:Manufacturer: Chevrolet -- TASK Name: Edit Video Project ID: ACME467952 DE:Client: ACME Cars of Tulsa (This is manually chosen on a project form when the job is opened, this should tie the CMPY and TASK together, but it doesn't) (CMPY.) Company (CMPY.) DE:Region: (CMPY.) DE:Market: (CMPY.) DE:Manufacturer: Now there's no way (that I know of) to autofill the Company, Region, Market, and Manufacturer fields in a task from the same fields in a Company. I can put company info on a company report and task info on a task report, but it has been a real challenge to put fields from one table into a report that calls another table. I once tried to put project document info on a task report and even had a Workfront developer tell me that was impossible. If I could put those same company fields on a project form, they may be easier to pull into a task report. Am I even looking at this the most efficient way? Randy Roberts Zimmerman Advertising LLC