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MaryFox1967
MaryFox1967
New Participant
December 30, 2020
Question

Is it possible to add comments/updates to a project directly from a report?

  • December 30, 2020
  • 8 replies
  • 1213 views

I'm trying to simplify steps for one of my team members, I've created a task report for her so all same tasks are in one place and she can mark 100% from the report, but she also needs to add comments to the project for multiple people to see. Currently she has to go into each project individually.

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8 replies

SamanthaIsin
SamanthaIsin
New Participant
December 30, 2020

Mary,

We use a custom field called 'Notes and Comments' on all of our projects. I pull that field into task reports to users can 'make updates' on the project from the report. However, these updates don't work like the standard update field. i.e. you can't tag users, notifications don't trigger, etc.

But it works well for our use case.

    MaryFox1967
    MaryFox1967Author
    New Participant
    December 30, 2020

    That sounds like a great work around! In this instance, the user does need to @mention people so it won't work, but I might try for other uses.

    Thank you!

    Doug_Den_Hoed__AtAppStore
    Doug_Den_Hoed__AtAppStore
    New Participant
    December 30, 2020

    Hi Mary,

    Although that is an efficient (and longstanding) suggestion, the current in-line editing functionality only allows updates to the “base” object (eg Tasks, on a Task report), so until that changes (@Matt Thomas‚ ?), I believe the way you are doing it (ie opening each Project) is necessary.

    Regards,

    Doug

      MaryFox1967
      MaryFox1967Author
      New Participant
      December 30, 2020

      Thank you

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