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Customizing Layout Templates - Task View on the Home screen


Level 2

I see it is possible to display custom data from a Company custom form when viewing a Project in the Home screen but I do not see custom data from a Company Custom form as an option when viewing Tasks. I would like to be able to display company level information on a task. Is this possible?


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1 Reply


Community Advisor

If it's one too many "hops" away you may need to bring the company info into the task by using a calculated field in maybe the project form to express the data and then call that field in Home.