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Status Future consideration
Categories Notes
Created by Jennifer Lange
Created on Sep 21, 2021

RELATED IDEAS

Would like to embed starter roadmap in notes

I know you can embed grid reports and some roadmap types, but I use the starter roadmap and would like to embed that into a note. I also would like to embed a pivot report into a note.

currently I have linked to those reports but it would be easier to be able to view that with my notes all in one place

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  • Jennifer Lange
    Reply
    |     Sep 23, 2021

    Thanks Austin - not sure how I missed the pivot report - but I have it working now

  • Admin
    Austin Merritt
    Reply
    |     Sep 23, 2021

    Hi there! Thank you for your idea. It is currently possible to add a pivot table to a note. You will first need to save the view and then you should see it as an option when adding a view to your note.

    I will update the name of this idea to be more specific to the starter roadmap so we can monitor customer feedback on this part. Thanks!