Report that you can add notes to

rmonas

I have a report that aggregates all tasks assigned to an employee that I supervise. I want to be able to add a column where I can keep track of the last time I spoke with the employee about each task and add my own notes. Can this be done?

zealvert

Hi @rmonas

You can accomplish it with the following steps:

Step 1. Add the following columns to the sheet from which your report is pulling the data: (a) Modified, (b) Modified by, and (c) Latest Comment.

Step 2. Add the following filters to your report:
- Modified | is today
- Modified by | is one of | current user

With the above setup, whenever you'll add any comment under the Latest Comment column, it will change both the other columns (i.,e., Modified and Modified by).

You can modify the filtering process by changing the parameters appearing in bold & italic above, per your preferences.

Hope this helps!

Best