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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...

Information on Logbook here:

https://success.planview.com/Shared_capabilities/Planview_Logbook

Plus a webinar here:
https://info.planview.com/leveraging-logbook-_webinar_prm_en_reg.html

It’s a platform level shared service that can be used in Portfolios, ProjectPlace (shared between them) and AgilePlace. It replaces CRIs, but provided much more capability and value. You can create as many log types as you want. So you could create one for “Success Story”.

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