L
Lynnette Regouby
We need to be able to clear the task descriptions when tasks are rolled forward each year. Not currently able to do this during the Duplicate List dialog or through the Bulk Action Toolbar after roll forward, and applying a task template won't replace the description, only appends, so we are stuck manually deleting descriptions for 1500 tasks. Please fix!
Lauren Orchard
Merged in a post:
Reference Auto-Fill Option for Lists/Tasks Templates (with %Reference Tag)
A
April Griffith
EASILY UPDATE ALL TASKS AND IMPORTANT DETAILS IN A LIST!!!
Create List Details option so that you can add custom reference fields. Maybe as part of a form you fill out for the list.
CUSTOM REFERENCES:
MANAGER: %BOB%
SERVICE DATE: %1/2/2019%
*Add New Reference Field (Text, Date, Number, etc.)
Use the reference fields to auto edit ALL TASKS and descriptions with reference fields. (example below)
----------------------------
TASK: Service Date Reminder to %MANAGER%
DESCRIPTION:
Call %MANAGER% and remind him that his service is scheduled for %SERVICE DATE%
----------- AFTER CUSTOM FIELDS ARE UPDATED ON LIST REFERENCE FORM----
TASK: Service Date Reminder to [BOB]
DESCRIPTION:
Call [BOB] and remind him that his service is scheduled for [1/2/2019]