I’m a little confused about how this works or how I should set up to work better: I have a project with a task, priority listed as “medium.” That task, when it appears on “My Tasks” does NOT have a priority listed. They both have priority fields…why don’t they map over from one to another? Is there a way to make them connected?
Hope this makes sense. Thank you for your help.
Chrissy, Can you confirm if both the project and your My Tasks are using a “library” defined field? In order to share values across projects, my understanding is that they should be defined as a shared library field, instead of a “locally” defined field in the project. This is my experience anyways! ~jenn
Good question! I’m not clear on the terms, but here is what I did to get the fields:
In My Tasks I added the priority field in the customize menu (turned it on)
In the project, I clicked on the “plus” in the last column in the list view and added priority.
Not sure if that means they are “library” defined?
Thanks for your help.
To know if you are using the same field, there is an easy test: open a task assigned to you that also belongs to the project → if you see 2 “Priority” fields in the task pane on the right, then you did not choose a field in the library but instead created 2 fields. Let us know!
I’m having the same issue here. When I add the Priority field in certain projects, it appears as a distinct field to the ‘My Tasks’ Priority field.
I am not doing anything different in the way I add/remove the fields, I am not creating a custom field and specifically naming it ‘Priority’. I don’t understand why in some projects it is being added as as the My Tasks variant, and others it is appearing as a separate standalone field (ie. I can see Priority appear both as a ‘My Tasks Field’ and as a ‘Field’ within each task). It doesn’t appear to matter whether the project is individual or shared - I am getting mixed results across them.
Utterly confusing!
Welcome, @Rahul14,
There are local custom fields (local to a project or your My Tasks) and org-wide custom fields shared in your org’s library. You could have one Priority shared field and one or more local fields and they’re not the same field.
For your purpose, only used the shared field. Replace in your My Tasks or other projects the local one with the shared one.
You can find more in the Forum and Help on this.
Thanks,
Larry
Can you explain how to find (or maybe I need to create) an org-wide priority field so it accomplishes what Crissy wanted?
Do you need a certain tier of paid account to do this?
When you add a custom field (Priority or any field), click this checkbox to add it to your organization-wide custom fields library:
After that, to use that field in any project, go to Customize > Fields and use the Browse library option:
From there, you can search for and select the field from the library.
By doing it this way, it will be the same custom field accessible in any project (including My Tasks).
The above is available at any paid subscription level.
