Document Table: Drop-Down Selections or Radio Buttons
Shelby Wareham
It would be very helpful to have an option of adding a drop-down selection or radio button within a table in a document. For example, we use tables for last touch points in our 1:1 documents to keep track of the last reach out date, contact type (phone / email / sms), Milestone status (milestone 1, 2, 3, and post go live), date of kick off, 30th day of onboarding, follow-up (yes/no), and escalated (yes/no). Having the ability to select these status in a drop down menu within a table in a document would save my staff so much time with project notes and details to prep for our 1:1's. This also helps me know if the project status is green / yellow/ red at a glance (if we had an option to select a pulse check status) for responsive, non-responsive, and scheduled.
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Anne Silva
100% agree! Our status meetings keep track of an individual person's tasks across a bunch of different projects, so it would be enormously helpful to be able to tag each task with the corresponding project and instantly flag the status (including ongoing/deadline-based, or other aspects that aren't necessarily flagged in the main Task List.)