Hello! I am making a timeline to track when my organization receives grant awards. I can write the amount of money we are receiving in the field of a task. However, I would like the award amount to appear in the timeline view, rather than having to click through to the task itself to see this field. Is this possible? Or is the only solution having the grant amount in the title of the task?
Hi @Hilary_Kaufman, welcome to the forum!
Timeline view does not allow you to show any of the custom field values associated with the task. In order to see the amount associated with the task you would need to add it to the task name.
Christine
@Hilary_Kaufman You can use a Rule to Create a Task Name == (Grant name) & (Grant amount)
Then run it whenever either field changes.
@Stephanie_J – Number custom fields don’t trigger with rules, am I misunderstanding your suggestion?
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Didn’t realize, thanks for the correction. Would need a workaround, such as moving changes to a new section (and then maybe back).
Thanks, Christine!
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