Hi, I have received a request for a Hot-sheet style report with the following fields: Project Name | Task Name | Assigned to User | Planned Start Date | Planned End Date | Project Status | Task Status | Notes
The requirement is to make the Notes field editable so that the PM can enter updates or notes for the task item. How do I do that in the form of a report? I tried google for this and I didn't get anywhere. Any help you can provide will be greatly appreciated.
Topics help categorize Community content and increase your ability to discover relevant content.
Assuming you're referring to the Updates field, it's not possible to make it editable in a report. The field captures all system updates so that excludes it from being editable in reports. For that reason, we create custom fields like Status Summary and Notes & Comments and place those in reports for users to be able to provide live updates.
Hope this helps,