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JillAc
April 9, 2019
Question

Notes on a task with view within project

  • April 9, 2019
  • 17 replies
  • 2354 views
Hi I had a user ask me today if there was a place he could make notes on a task so that he could scan a project to see things like "waiting for Ralph to reply" or "Submitted request for photo on 4/9" What I hope is to put a note field as a column in the Project View and it would be specific to the task in that project, and also be editable straight from the project. The only field I can think of to use is Description, which probably would work, but wondering how other people do this. Thanks Jill Ackerman
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SkyeHa
April 10, 2019
Oh, PS @Jill Ackerman : if for some reason your team operates in this way: Review/request/external license folks will not be able to edit this custom form. -skye
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JillAcAuthor
April 10, 2019

Ok so the combination of these two things seemed to work to give editable inline access:

1 - Tasks have Manage access in the project

2 - The form was shared with the people who would edit the field.

One or the other of the above didn't work, had to have both things set.

Thanks!

Heather_Kulbacki
Community Advisor
Heather_KulbackiCommunity Advisor
Community Advisor
April 10, 2019

This sounds like something I would love to use with documents.

I'd like to create a document custom form, then create a new tab on my project templates to house a report that pulls in all documents from a particular folder on any project created from those templates. Then be able to edit the columns within that report to put the custom onto the documents.

My question... can I create a report that pulls in all documents from a particular folder?? I looked just quickly and didn't find folder name as a filter option. I wouldn't want all documents from a project on the report, just those from a particular folder.

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SkyeHa
April 10, 2019

this is the closest link I can find to what you're asking but it looks like it can only do a single folder... is it close to your use case? -skye

Heather_Kulbacki
Community Advisor
Heather_KulbackiCommunity Advisor
Community Advisor
April 11, 2019
Skye, That worked perfectly!! Since I'm adding the report onto a dashboard within each project and I only need to pull from one folder within that project that's exactly what I needed. Currently my report won't let me inline edit the fields I need to edit, whether my custom form is already attached to my document or not. But getting only the files I wanted seems like a great pre-9am win!
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SkyeHa
April 11, 2019
Heather, glad to hear. I'm bummed that the document reports are too rudimentary to provide any inline editing at all but glad you got halfway to your goal. :) -skye
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JimBr1
April 11, 2019

I added a field 'update' to a custom form we routinely attache to all - well most all - of our tasks and a view that exposes that field.

Then I got to thinking - could I create a FLO with Fusion that could read that data and post it to the task update stream. Well after about an hour of work, I have a working prototype running for one PM to see if it works as expected/hoped for. If it works we can make notes 'on the fly' which will in turn be posted to the project as we are driving our team to use a Workfront driven meeting (via a dashboard) and one of the long term complaints/resistance to adoption was the need to open the task and add the update. This would in effect kill that objection.

Fingers crossed.

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