Kanban Board - Notes

[jainnilesh]

In the Kanban board, when I'm clicking on "Add Notes", it doesn't select the Task/Project automatically unlike when clicking on "Add Task", it automatically select project in which the "Add task" button is clicked. 

How can it be resolved? Currently scrolling through Task under "Note form" takes a long time. 

Thanks

[Suvrutt_Gurjar]

I think there is an issue in the app. The table configuration of the app is such that the "Notes" table is child table of the 'Task" table and not the Projects table. So each project can have multiple tasks and each task can have multiple notes.

As such if you delete the action "Add Notes"  from the Projects table and add it to the Tasks table with the configuration as below, it will start showing in the Task record's detail view

[jainnilesh]

The above solution didn't work. Do you know how we can put Notes table as a child table to Project along with Task? I think that would resolve the problem

[Suvrutt_Gurjar · Accepted solution]

Please try below for having notes option both in Projects and Tasks table.

Please have two reference columns [Task] referencing Tasks and [Project] referencing Projects table.

The configuration of the [Task] column to be as follows

The configuration of the [Project] column should be as follows

The action "Add Project Note" in the Projects table should be as follows

The action "Add Task Note" in the Tasks table should be as follows