Hello Karen, We are not attaching a report. What we are doing in aggregating all the notes for specific tasks together in a report. So, as an example, I was talking about Client reviews - during that meeting, someone opens up the task of client review on the schedule and they take all the notes for the meeting and put them there. Then later, if anyone has any follow up information, they can respond to this note and so on for anyone else.
Right now, there are the updates on a project which is a stream of notes for everything related to that project so it is hard to know quickly which notes are related to which task without going into the individual tasks.
So, the report we created, Consolidated Notes, takes all the notes for each task and groups them together and then creates a "report." This is not a document, although it can be printed, it is just a view of all notes for each task where notes were input and groups them together by title of task. I then created a dashboard called Consolidated Notes and put in on everyone layout so they have access to it quickly.
Based on the filters I setup, the notes only relate to the user's projects. It can still be long but at least they are group together.
Make sense?
Layne