Consolidating Tasks Across Multiple Documents: Seeking Advice on Best Practices

[Pch]

Hi @Nigee_Engel !

The Great Wizard @Paul_Danyliuk covered Cross-doc Best practices in here …

[Lesson] Cross-Doc Best Practices

Another lecture today is about setting up Cross-doc in a proper way. The feature’s been around for over a year now but there are still some gotchas to know and issues to steer clear of. I’ve mentioned most of these all over my videos and streams but there hasn’t been a single compact video about everything Cross-doc in a single place. Well now there will be. It’s a stream starting in ~1h 20mins since publish time. Join to ask questions in the chat, or watch the replay later. [Cross-do…

Maybe this could help you getting started