Summary Reports

I'm looking for a way I can include a free form summary to periodical reports. Steering committees want to see exception tasks, which is easy to show, but I need to include a narrative summary to accompany the whole list of exceptions.rather than a comment for each task.

 

Is this possible?

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Stephanie Westbrook

Hi Michael, welcome to the forums! You can add individual notes for each task and have those appear on the Report that you create. You would do this by creating a Custom Field, adding notes for that task in the field, and then showing the field on your Report.

Showing one comment for a group of tasks is a little trickier though. I may have some workarounds, I just need a little more information. Are all of your exception tasks in the same Folder/Project? And are your steering committees always made up of the same people, or are they fluid groups?

Stephanie Westbrook Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Stephanie Westbrook Wrike Team member Become a Wrike expert with Wrike Discover

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