Is anyone using a project as a Team FAQ or Source of Truth? | Community
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Level 2
April 5, 2024
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Is anyone using a project as a Team FAQ or Source of Truth?

  • April 5, 2024
  • 2 replies
  • 1074 views

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!

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Best answer by KellieGardner

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

 

 

2 replies

KellieGardner
Community Advisor
KellieGardnerCommunity AdvisorAccepted solution
Community Advisor
April 5, 2024

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

 

 

Level 2
April 15, 2024

Thank you! This is really helpful.

Level 4
July 23, 2024

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.