How to attach notes to a line item

mlondonmlondon
edited 12/09/19 in Using Smartsheet
10/25/19 Edited 12/09/19

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

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    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 Starå

    Workflow Consultant / CEO @ WORK BOLD

    work-bold

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • mlondonmlondon
    edited 11/06/19

    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

  • 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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