Expand Project Row

CXPMO

Hello,

I would like to know if you are able to expand a row into a dashboard view. For example, if one row shows a project I am working on, and I have included several notes.. is there a way I can blow it up into a quick view of all items of included in the row (notes, dates, etc.). I would like to show/send the project owners all things involved in their project without having to scroll around or pull up the notes only.

Jennifer Whitlock

Hi there, if you're sending it to the project managers, you can send the actual row and select the columns/details you'd like to include. 

You can also create a Dashboard that pulls the data or reports.

The other thing I can think of is trying a different view, such as Card View, to see if that accomplished what you need. Good luck!

Andrée Starå

Hi,

Where are the notes? Are they in the comment section or separate cells?

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

CXPMO

This worked perfectly! I loved both ideas. Thank you so much!

CXPMO

Comment section.

Jennifer Whitlock

Glad I could help! 

Andrée Starå

I would recommend trying Jennifer's excellent advice first. Let me know how that works out because I might have another idea, but it involves using a third-party service called Zapier.