SPM: Reporting the Checklist feature in the Project Task record
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03-24-2024 12:45 PM
Hi team, we am wanting to add an attribute to the Task record related to Dependencies. Our internal processes describe Dependencies as part of a lifecyle, ie. Identify, Define, Schedule, Monitor, Report
The stage the Dependency is in is user defined which we are happy with given some guidance. I want to be able to capture the stage in the PPM record. Other than create a new custom field I was looking at other options
- Tagging is an obvious option, but we have a proliferation of Tags now so want to explore other options
- the Checklist tab on the task record looks interesting. Potentially if I create a template it could be usable across the portfolio(?) My real interest is understanding if the Checklist feature can be reported?
I have had a hunt in the Task table but can't find a checklist field/s. I have superuser access not Admin so that might be the issue. The checklist option might not be a practical solution at all for this, any help offered appreciated