How can I include comments in a portfolio view?

I'm hoping to use Sheet Summaries on project plans to roll all project information into a portfolio report, but one thing that I need is a way to have a 'status update'. We use comments and the conversation tab heavily in project plans, so I can pull a 'latest comment' column, but I want to pull comments made for the entire sheet only. Is there a way to do this?

Alternatively, are there any expected plans to include comment ability on reports? This would resolve the issue also.

Best Answer

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi @ahepp

    I hope you're well and safe!

    Yes, but you need a so-called helper column, which you would combine with a copy row workflow.

    Then, you'd use cross-sheet formulas to collect all comments for each row in another column.

    Make sense

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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