Notes Reports

Is there a way to build a report that would pull the latest notes that were entered in?

Looking to do so for meetings and not having to go thru 60 projects under my name. Then having to dig thru each project to see what I entered in the notes field.


Комментариев: 3
Spot On Innovative Approach Stellar Advice

Hey Todd,

I don't believe there's a way to achieve this today with comments on tasks, other than printing each task out individually. There is a thread in the Product Feedback forum that you should read and upvote as I believe what's described there is close to what you're looking for.

As a potential workaround, try using the description field on tasks and then use the excel export feature, which includes the task description. The format would need some tweaking to make it presentable to your audience, but it will be quicker than going to each task individually. This is what I've done personally and it's worked well.

Let me know how it goes. Hopefully this is helpful to you.

Spot On Innovative Approach Stellar Advice

I should clarify, when I say notes I mean the comments section of each project.

Spot On Innovative Approach Stellar Advice


Thank you for the information. 

Its to bad that you have to to do that way. But for now that will work. 


Thank You



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