Adding Task Description field to Planning Console selectable fields.

artboulange · 3 weeks ago

Is there a way to add the task Description field to planning console columns? It not in the Columns Configuration pick list in my company instance of SN. We have a need to populate the description field on most tasks and the only way I know to update this flied is to open the tasks details sidebar using edit.

Namita Mishra · yesterday

Hi @artboulange ,

I have created the recording to showcase the steps - https://servicenow.zoom.us/rec/share/fwqi1LbNyHGuL5bW4S7PnikcLQunDLA6-oPpN7ZjAJ_uFFVz9bL2eMfy-Y_rVPZ...

Hope this helps.

Please mark the answer as correct if the recording is useful. This will help me and community.

Have a Great Week Ahead !!

Namita Mishra

View solution in original post

Namita Mishra · Monday

Hi @artboulange ,

Thanks for reaching out to the community.

If you are expecting the view as shown in the attached screenshot then follow below steps:

1. All -> pm_project_task_list.do

2. Then change the view to project workspace

3. Select the personalize () icon and then move the Description from 'Available' to 'Selected' .

Now check the project workspace.

Hope this answers the query, if it does then please mark the response as correct to help me and community.

Thank You!

Namita Mishra

Namita Mishra · Monday

Hi @artboulange ,

You can ask the admin to check this.

FYI, below is the screenshot - just type pm_project_task_list.do and press enter key.

Thank You!

Namita Mishra

artboulange · Monday

Hi Namita,

The screenshot is exactly what I would like to add to the view. However, I don't seem to find 'pm_project_task_list.do' under ALL, I don't see it anyplace in the list and when I filtered for it, say not found.

Please help clarify where I can find this or is it possible in need to go to our site admin to give me access?

Arthur

artboulange · Monday

Ok so I am not sure if I am not following the right steps here or what. I navigate to a project, open planning console then I click ALL enter pm_project_task_list.do in filter box and press enter. What it does is jumps to a task list view screen (see screenshot) and yes, I was able to add Description to that view shown in the screenshot and Description now shows up in that view. But then I go back to a project, open the project console and open up column configuration and it's not there as a selectable column to show up on the project console view.

What am I missing here?