How to attach notes to a line item

mlondon · 10/25/19

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.

Andrée Starå · 10/25/19

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

mlondon · 11/04/19

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

Ross Novotny · 06/03/20

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.

delberto · 05/28/22

I'd also find this function really useful. Anyone have any ideas?

BMac · 05/31/22

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.

projectmanage23 · 08/01/23

Hi!

Did anyone find a solution to this ask? Would love to utilize this as well.

Thank you!

How to attach notes to a line item

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