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Hello everyone,

I want our PMs to click on a custom action and fill in a text field with any successes they have had that week.

The field will then create a post that will be attached to the current object and also go into the news feed and will also have the topic #Success attached to it.

I’ve got everything working except for adding the topic!

Can anyone assist with this please?

Thanks in advance

I would recommend using Logbook to support this use case. Create a Log Type of “Success Story”. Configure fields/views.

Until we get a Planview.me Logbook widget, you’ll need to make these visible through a custom report.

Thanks mlea.  I’m not sure what Logbook is...

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