Hello,
Our team will have a project plans. There is also a need to create an Action Items log. The project plan has planned implementation deliverables but the action items log will be used to capture ongoing actions that come from conversation, issue management, or follow-up (so different tasks). So there is 1 project for the project plan and 1 project for the action items log.
How can I connect the 2? For example, I would love to be able to add a tab to the project plan that gives a different link to the action items log but can’t figure that out. Is this possible or is there a better way I should be capturing action items logs that will somehow be linked to the project plan so its more of an implementation/project management hub?
Thanks!
Hi @Sarah_Sargent , I understand that your Project Plan tasks and your Action log tasks will be different but will they also have different fields? i.e. different status field or priority field, for example, or eill they share the same ‘generic’ fields, applicable to both?
If not (or you are not using any fields at all) then it might be best to add both types of tasks into one project. You could use Task types to differentiate the two, (with independent statuses if you want).
Then you can create a 2nd List tab in your Project Plan and call it Action log. Filter that tab to only show Action log tasks, and vice versa for your initial List view, which you could now call Project plan.
Then you can easily switch between the two view tabs within the same project, instead of jumping in and out, between two projects.
Would that work for you?