Skip to content

Have a need to support filtering of task-based report by key project fields?  This script supports a 'copy from' function to set a task custom field that mirrors the same value at the project level.   Now task detail reports can filter by project level information.

Technical Description

Updates a custom field on each task of a project with the value of a standard or custom field on the project properties when a project is saved.

Dependencies

Custom fields must be setup at the task level with synchronized field value lists if desired to be used in report filtering.

Requirements

  • Scripting Center
  • Scheduled script feature
Set Task Custom Field From Project Custom Field

Other extensions you might be interested in

Keep in Touch

Stay informed of tips,
news, and webinars

p:  703-957-8370
e: info@TopStepConsulting.com

Upcoming Webinars
[tribe_events_list category="financialforce-webinar, openair-webinar" limit="3"]

About Us:  Our mission is to enable and empower Professional Services Organizations to become profitable, scalable, and efficient through change management, technology deployment, and skill set training with a Customer First approach.  We are celebrating our 10th year of success and look forward to growing and learning with you.

Scroll To Top