S
ScoutMom
Nobody seems to be answering questions in the BCM subtopic so I will try here…
I created a project with several contacts and tasks. How can I print the
project form as it shows with all the contacts and tasks and/or create a
report that includes all that info. When the project screen is open and I
choose “print†and “memo style†(the only option available) I get a list of
things like “parent entity†and a line and ½ of letters and numbers and the
number of tasks but not the actual tasks. “define print styles†does not
include any edit options for the content. There are no preloaded reports that
will print all project details (contacts, tasks etc) in one place. All I want
is to print what is on the project screen and I can't find a way to do what
should be obvious.
Question 2
Can I make a template for projects? Most of my projects have the same set of
tasks for each, is it possible to save a template or copy an existing project
including tasks? Can I make tasks due x days after start and it fill in the
date?
I created a project with several contacts and tasks. How can I print the
project form as it shows with all the contacts and tasks and/or create a
report that includes all that info. When the project screen is open and I
choose “print†and “memo style†(the only option available) I get a list of
things like “parent entity†and a line and ½ of letters and numbers and the
number of tasks but not the actual tasks. “define print styles†does not
include any edit options for the content. There are no preloaded reports that
will print all project details (contacts, tasks etc) in one place. All I want
is to print what is on the project screen and I can't find a way to do what
should be obvious.
Question 2
Can I make a template for projects? Most of my projects have the same set of
tasks for each, is it possible to save a template or copy an existing project
including tasks? Can I make tasks due x days after start and it fill in the
date?