We are looking at ways to set up a project as an individual team's Source of Truth and are curious if anyone has done so and what that looks like. A place to hold any team documentation or quick guides. I've seen it mentioned in a few of the webinars/events but can't seem to locate that information. Thanks!
Solved! Go to Solution.
I do this. I created a project and have the tasks as a resource and use the URL field with a link to where to find the resource. I call it a knowledgebase project. Then I create a report/dashboard and pin it to a layout template.
This is the code for the "click here"
columnwidth=500
displayname=Help Link
link.url=URL
linkedname=html(URL)
shortview=true
textmode=true
usewidths=true
valueexpression=IF(!ISBLANK({URL}),CONCAT("Click Here"),"")
valueformat=HTML
I do this. I created a project and have the tasks as a resource and use the URL field with a link to where to find the resource. I call it a knowledgebase project. Then I create a report/dashboard and pin it to a layout template.
This is the code for the "click here"
columnwidth=500
displayname=Help Link
link.url=URL
linkedname=html(URL)
shortview=true
textmode=true
usewidths=true
valueexpression=IF(!ISBLANK({URL}),CONCAT("Click Here"),"")
valueformat=HTML
Motion seconded @KellieGardner,
I recommend the same approach, noting that by using Tasks, you can also:
Regards,
Doug
CC: @justincross - as per our discussion
Thank you! These are some great insights.
Thank you! This is really helpful.
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I do this one the cookbook way. This has helped my new team members look for details, reference materials, quick answers using q&a etc. here is the link refer page 22, 2021.07 Reporting cookbook_final.pdf (workfront.com)
there are few other reporting that might be helpful.
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