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SamanthaIsin
SamanthaIsin
New Participant
January 8, 2021
Question

Is a task report with incline editable project information possible?

  • January 8, 2021
  • 2 replies
  • 500 views

One of my user's biggest complaints is that they can't update all their tasks and projects in the same place. Is this even possible on some kind of report? I can get project information on a task report, but it's not in-line editable. Help? Essentially I want the built-in projects report with the option to view the associated tasks under each project.

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2 replies

imgrund
imgrund
Employee
January 8, 2021

Hi - For collections and references, you can't inline edit currently. :(

Have you tried a dashboard with task and project reports?

We use a custom hot sheet (Thanks AtApp!) and I have a Hot Sheet Updater which is a dashboard if a project report for them to easily edit all of their project info and then a task report that allows them to edit all the task info for the portfolio. It is very helpful to our Project Managers.

SamanthaIsin
SamanthaIsinAuthor
New Participant
January 8, 2021

I haven't because they're still updating in two separate places. It's not a ton different compared to the home and projects page, but I'll try it and see what they think.

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