Show Custom Fields on Task in To-Do List View

Avatar
Aimee Reistad

We're working on another method for our team to better manage their workload by adding priorities to the projects. 

I'm using the custom fields method to create priorities. Then when the request comes in I assign a priority based upon the request. Once tasks are added in and assigned, the team members see these tasks in their to-do list.

Once in the to-list view - is it possible for assignee's to see the custom field, as well?

Right now in to-do list view you see the task name, the project name, and due date - per each task. However could we also have the capabilities to see the custom field as well?

If not is there another method besides a dashboard where this could be shared with our team? A lot of them live in their inboxes and to-do lists so something that helps them organized their workload would be very beneficial.

 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
3 comments
Avatar
Cansu

Hello Aimee Reistad, thank you for sharing your use case here.
 
Another approach that could be used in this case would be to create a Custom Workflow and use them on a Dashboard widget representing each status.
 
  
  
In your case, the Custom Workflow can be different layers of prioritization. If you select Tasks Assigned to Me for the Dashboard, your team members will see the tasks assigned to them and different statuses.
  
 
On a dashboard it should show like this:
 
 
Please let me know if this helps 🙋🏻‍♀️
1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Aimee Reistad

(Edited )

Cansu, 

This is a great idea. My one issue though is that we already use a custom workflow to keep track of the status of each project and each task of each project. 

Unless I can attach multiple workflows to a project, 1 that tracks the status of the project, and another that sets priorities - I don't think I can use this method. 

But this does really help my brainstorming as I hadn't thought about that before. Thank you very much.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Cansu

Hello Aimee Reistad, thanks for replying. It's correct that you cannot have multiple workflows.
 
I also want to mention this Community post on project prioritization, that might be worth exploring. Please let me know what you think 😊
0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Show Custom Fields on Task in To-Do List View
[this list is visible for admins and agents only]

Top
Didn’t find what you were looking for? Write new post