Beth Chater_1073882540 Posted January 26, 2022 Share Posted January 26, 2022 Hello, is there a way to add next steps to an observation that can then be reviewed or ticked off later on? Thank you! Quote Link to comment Share on other sites More sharing options...
finleysmaid Posted January 27, 2022 Share Posted January 27, 2022 we use the # system...then you can search by hashtag....would that work for you? (i like simple!) 2 Quote Link to comment Share on other sites More sharing options...
BenTapestrySupport Posted January 31, 2022 Share Posted January 31, 2022 Hashtags are definitely a great way to add these and filter by them. You can use the Additional Information box for this and hide it from relatives (in User Permissions) if you wanted. Another option would be to create a set of Bespoke Flags which you apply to the observation in which you talk about the next steps. Bespoke flags - adding and editing flag sets Quote Link to comment Share on other sites More sharing options...
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