Requested by, task field


#1

Hello, is there any way to know who requested a task? Idealy a field “Requested” linked to members… Thanks.


#2

Hi Patrick,
You can see who “created” the task in the task history, under the description.


#3

Thanks but my question was who requested it, not who created it. For example, my boss asks me to do something, I am the creator of the task and the assignee, but where do I note who requested this task to be done?


#4

Patrick, are you on a paid account? If you are, we use Custom Fields to create a “single point of authority” field (similar to your Requested By) to track who our point person is for requests.


#5

I cannot find this type of field. We are on a 30 days trial plan, we have access to custom fields.


#6

You need to create the custom field - take a look here:


#7

Hello, yes I know how to create custom fields but I do not see how I can create a custom field that will list me my members list.


#8

Create a “List” Field, and add your members to the list. That way you can select what member requested each item via the list. When exported, you can report on the data as well.


#9

Ok, this members list cannot be dynamic when I will add members to my work space?


#10

You can edit your custom fields at any time - If you click on “Manage Custom Fields” there is a little gear icon next to each custom field you have already added. It is very quick to add/remove to lists that already exist.


#11

Ok thanks. That would have been nice to have a dynamic members list.