HI, does anyone know if there is a way to add an 'editable notes' section to a TASK report so when in a meeting the facilitator can make quick notes directly in the report? I've successfully added a 'status notes' field to a project custom form whi | Community
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KathyPal
New Participant
May 15, 2020
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HI, does anyone know if there is a way to add an 'editable notes' section to a TASK report so when in a meeting the facilitator can make quick notes directly in the report? I've successfully added a 'status notes' field to a project custom form whi

  • May 15, 2020
  • 1 reply
  • 1156 views

works great. However, I am unable to create an editable notes field to a task report. If I bring the project status notes field into the task report it's not editable nor does it serve any purpose except to display the last status note made to the project. We are currently working in the New Experience. Thanks, Kathy

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    Best answer by kynabaker16

    Hi Kathleen,

    I recognized your question from a few older discussions that might help you out!

    This thread talks about creating a custom field for notes that you then add to the reports you want it on. This thread talks about how using custom fields don't have "version history" so it's probably something you should keep in mind if you go the custom field route.

    This thread gets pretty detailed about the steps to do something very similar as well.

    Of course, always interested to see what people say that they've been using more recently too!

    Kyna

    1 reply

    kynabaker16
    kynabaker16Accepted solution
    Employee
    May 15, 2020

    Hi Kathleen,

    I recognized your question from a few older discussions that might help you out!

    This thread talks about creating a custom field for notes that you then add to the reports you want it on. This thread talks about how using custom fields don't have "version history" so it's probably something you should keep in mind if you go the custom field route.

    This thread gets pretty detailed about the steps to do something very similar as well.

    Of course, always interested to see what people say that they've been using more recently too!

    Kyna

      K
      KathyPalAuthor
      New Participant
      May 15, 2020

      Thank you Kyna! That worked. You're the best!!!

      kynabaker16
      kynabaker16
      Employee
      May 15, 2020

      Wonderful!! I'm so glad someone else had posted really helpful answers for me to surface. ;)

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