Increase the effiectiveness of how you’re using a SharePoint Project Tasks list by adding a few extra fields to capture some all-important information. By adding a lookup field that points to a client list, a multi-select field that allows me to associate project tasks to each other, and an appended comments field where it’s easy to track who has done what on the project and when, I’m able to greatly enhance the data I’m able to capture and use. Three simple fields, that’s it.
Now, imagine what you could do if you gave it some thought to determine just what other information your company wants to capture in SharePoint Project Tasks. I’m sure it won’t take you long to realize the potential.
Happy SharePointing!
Andrea
Podcast: Play in new window | Download (4.1MB)
{ 4 comments… read them below or add one }
Hi Andre,
How did you get the Related Company field to display as a lookup field? The built-in “Related Company” field is the field that syncs with Outlook, and so it’s the one to use for storing this information. However, I can’t figure out how to modify that column so that it does a lookup. If I add a new column and call it “Related Company”, the column doesn’t get synced to Outlook. (So you have to use the built-in version.)
Is this “Related Company” field a custom field you added, or did you use the built-in one and then add the lookup functionality to it (somehow)?
It’s just a new custom field, not a field from something that’s being populated by an outside source. Not sure that’s possible, what you want to do. Maybe via some programming magic?
I found out that I could very easily create a workflow in SharePoint Designer to copy the contents of the dropdown list into the Related Company field whenever a record is modified.
NICE!
A workflow! OK, that rocks! I guess workflow magic would be considered programming magic. Thank you for sharing that with the group. Very NICE indeed.