FAQ: How do I make certain fields required when submitting a status update?
You can mark Notes as a required field for Contributors when submitting a status and progress update.
To require Notes when updating the status and progress for a Project, select Project Settings. Then, from the Update Settings tab, select the checkbox next to Notes in the Required Information drop down.
Don’t forget to select the Save Changes button.
To require Notes when updating the status and progress of a Phase, select Phase Settings. Then, from the Update Settings tab, select the checkbox next to Notes in the Required Information drop down.
To require Notes per Action Item, select the Action Item. Then, select the checkbox next to Notes in the Required Information drop down.
When a Contributor goes to submit a status and progress update, the Notes field will be marked with a red asterisk.
Ready to Learn More about Status and Progress Updates?
Learn more with this article: Capital Project Tracking - Status Updates on Any Level.
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