Note Section for Task Dashboard

Loni

I created a Task Management Dashboard, and can update the status and other items right from the Dashboard itself. Is there a way to add a section for notes (example: quick meeting notes) that can be used on the Dashboard? Currently, I click edit, rich text widget and write meeting notes there.

Brian_Richardson

Only if you capture those notes into cells in a sheet. Which isn't great, tbh.

You can embed other web content though, for example if you use Google Docs you can embed a standing Doc where you capture running notes, right on the dashboard.

Or you could instruct people to use the Conversations as a place for notes, that date/person stamps the results and can be scrolled and @ tagged. But, you cannot have the conversations panel on the dashboard directly, you'd need to have people click into it.