Skip to main content
JillAc
Level 10
April 9, 2019
Question

Notes on a task with view within project

  • April 9, 2019
  • 17 replies
  • 2358 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
This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

17 replies

JimBr1
Level 3
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.

SkyeHa
Level 10
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
Heather_Kulbacki
Heather_Kulbacki
Level 2
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!
SkyeHa
Level 10
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
Heather_Kulbacki
Level 2
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.

JillAcAuthor
Level 10
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!

SkyeHa
Level 10
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
SkyeHa
Level 10
April 10, 2019
I would love it if reporting were a whole lot more editable for sure. I've gotten comments about "can I bulk edit my Work on It button", "can I even HAVE a Work on It button", "can I log my time in a report",... basically a lot of users would like a report that works the same way the My Work area used to work. -skye
EXP_-_DustinMa
Level 8
April 10, 2019

Adding one more note onto this.

Because we don't let you edit notes in the update stream, that's why you need to use Skye's workaround. =)

We have been looking into ways to see if we can make comments on the update stream editable, but I don't know if/when that would be changed in Workfront. I also have heard rumor that we're looking at a refresh of our reporting area, though that's all I've heard.. no hard dates, no hard commitments, so keep an eye on workfront.com/release for any news that comes out in relation to it.

And off-topic, please don't be afraid to utilize the Idea Exchange, it's extremely useful for us as a company to help improve the product!

Thanks again!

SkyeHa
Level 10
April 10, 2019

yep, I agree with Dustin. The relevant link is here (step 15 https://support.workfront.com/hc/en-us/articles/216668788-Creating-Custom-Forms ) and it's one thing you really need to understand about access to forms. (The other is in step 14, because sometimes people's section breaks get messed up)

Show more replies
Terms & ConditionsAccessibility statement

Loading footer...