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Customizing Layout Templates - Task View on the Home screen

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Level 3
Level 3
11/25/20 7:16:04 AM

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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Home Tasks Templates Use Layout Templates

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Community Advisor
Community Advisor
11/25/20 7:24:34 AM

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.

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