How to attach notes to a line item
Hi,
I need to attach notes to my line items.
Setting a column as a Note Field is not practical, as I have too much informaiton than can fit on a short line.
Using Comments is not practical, as I need to be able to easily access and edit the notes, not scroll thru a list of Comments.
How to achieve this in Smartsheet?
Thank you.
Comments
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Hi,
How would you like it to work?
Can you describe your process in more detail?
Hope that helps!
Have a fantastic weekend!
Best,
Andrée StaråWorkflow Consultant / CEO @ WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi Andrée,
Ideally, I'd like to see some kind of Note Column, similar to the Discussions option, but one that would open up a Notepad so I can keep notes relevent to that line.
But I'm open to other solutions.
Thank you
Matthew
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Did anything ever come of this idea, I would love to be able to do the same thing as mlondon requested. This would be hugely helpful.
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I'd also find this function really useful. Anyone have any ideas?
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Would really appreciate this. I would like to use Smartsheet to review tasks with my team, and capture action items. These are very fluid and just need a notepad to capture. Advanced functionality would be to archive these daily so we can trace backwards.
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Hi!
Did anyone find a solution to this ask? Would love to utilize this as well.
Thank you!
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I really need this, too. How is it not a thing yet?!
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