User Profile
EricSara
Copper Contributor
Joined Jun 15, 2023
User Widgets
Recent Discussions
Referencing items in a document
Hi all, I seek guidance on the best and easiest practices to achieve the following. First, let me paint the use case. I have a template that around 50 people will use to create new and ongoing instances of this document. In this document, they detail how a system will be set up for their client. This setup includes many details that they document in a process flow methodology. They will mention key things like reports, rules, in-product queries, screen changes, and so on that need to be done as part of the solution. What I am looking to achieve is that a list of each of these reports, rules, in-product queries, and screen changes are captured at the end of the document, creating a succinct list of what is needed for each. For example, the user creating the document may mention ten different reports that are needed. I, therefore, need a section called Reports, which will reference every report mentioned and the page(s) on which it was mentioned. Then, I want the same for the rules, in-product queries, and screen changes. Since the users creating this document are not Word experts, I want it to be easy for them to "mark" in the text they are typing that this is a report. Marking this will then add it to the reports section at the end of the document. I would love to hear people's ideas on achieving this. Thanks,466Views0likes2CommentsRe: Multiple Emails attached for one Task
I have been looking for a solution like this for a long time. I am hoping by adding a comment that, it may catch the eye of someone who has a solution. To think that one task relates to just one email is short-sighted. You can have new replies, sent items and new email chains you want to track. Based on how I know how to use To Do, this would mean many tasks for one actual task. I would love to see an inventive solution to this. Cheers,848Views0likes0Comments
Recent Blog Articles
No content to show