Smart Field Linking for Milestone Descriptions
in progress
C
Chris Everist
Summary: We propose adding a feature to Plannerly that allows milestone descriptions in the Scope section to be linked via a smart field in the Project Title page. This enhancement aims to improve project navigation and information accessibility.
Details:
Current Functionality: Currently, milestone descriptions are only available within the Scope section, requiring users to navigate back and forth to view details.
Proposed Enhancement: Introduce a smart field in the Project Title page that dynamically links to milestone descriptions in the Scope section.
Benefits:
Improved Navigation: Users can quickly access milestone details directly from the Project Title page.
Enhanced Efficiency: Reduces the need for repetitive navigation, saving time and effort.
Better Information Accessibility: Ensures critical milestone information is readily available at a glance.
Use Case: Project managers and team members can benefit from this feature by having a centralized location for key project milestones, facilitating better project tracking and management.
Conclusion: Implementing this feature will streamline project workflows and enhance user experience by making milestone information more accessible and easier to manage.
Clive Jordan
in progress
Currently in progress:
In addition to adding SmartFields to Cover Pages and Headers+Footers ...we're adding some new SmartField Data Types!
CURRENT_DATE (today’s date)
EXPORT VERSION (v001, v002, etc - populated when exported)
CREATED BY NAME (the person who creates the export)
CREATED BY TEAM (the person's team who creates the export)
PROJECT DESCRIPTION (current field in project settings)
EXPORT TITLE (document title added when exporting)
EXPORT DESCRIPTION (a new optional field when saving the export - not available for automated exports)
MILESTONE DESCRIPTIONs (in addition to milestone name and date)
URLs - (with two inputs to add a link and a name)