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Question

How do you make a template of tasks for a specific workflow/process?

  • February 6, 2026
  • 1 reply
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T
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I’m building up a base for my team. We have many workflows/processes that occur throughout the year and I want to track them, so our team stays on track and have ownership.

 

I’m starting with one workflow but I’m running into an issue where my workflow tasks aren’t getting automated correctly when it runs for the month.

 

My base is currently set up with People, Tasks, Projects, Process Templates (Where our workflows are held), Task Templates (where I would like the tasks that are associated with the processes held), Runs (when this workflow occurs), and then Workflow Tasks (where the team would edit and keep track of their tasks associated with this workflow).

Two Things:
1. When my automation runs, its supposed to populate all 7 tasks into the Workflow Tasks so that the team can start tracking them. However its only pulling up 1 out of the 7 tasks even though my Find Record is showing all 7 Tasks. I have it repeated and for it to create a record but it only does one. How can I fix this?

  1. I would like my Workflow Tasks to roll up to the Tasks table. I want my Tasks table to include everything like the anything BAU, Project, Ad-Hoc, or Workflow related. How can i get this to work?

    I would love if someone can walk me through this

    1 reply

    TheTimeSavingCo
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    When my automation runs, its supposed to populate all 7 tasks into the Workflow Tasks so that the team can start tracking them. However its only pulling up 1 out of the 7 tasks even though my Find Record is showing all 7 Tasks. I have it repeated and for it to create a record but it only does one. How can I fix this?

    Does this look right?  If so I’ve set it up here for you to check out

     

    And here’s a screenshot of how the automation’s set up.  You can also duplicate the base into your own workspace so you can play around with it too!

     

     

    I would like my Workflow Tasks to roll up to the Tasks table. I want my Tasks table to include everything like the anything BAU, Project, Ad-Hoc, or Workflow related. How can i get this to work?

    Hmm, you could create a system where, whenever a Workflow Task record gets created we create one in Tasks as well, and then use lookups and formula fields to keep everything working in the Tasks table.  This would be clunky and hard to maintain though

    Instead I would advise that both Tasks and Workflow Tasks exist in the same Tasks table, and you could differentiate them using a single select and create views to work with them

    Could you tell me more about the intent behind separating them into two bases so that we can try to address those concerns while unifying them into a single table?

    Adam, Airtable Consultant - thetimesaving.company
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