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Create action items (to do list) per record

  • May 1, 2019
  • 1 reply
  • 24 views

Hi community!
We would love to use Airtable as our one tool for CRM but there’s one thing that is still unresolved.
We have a table of meetings in which every record is a meeting and we want to have a To Do list for each meeting. Later we would like to see all the action items per company or contact or leader (all of them are fields in “Meetings” table and have a linked table of their type).

How would you execute this?

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1 reply

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Add a Tasks table and link it to the Meetings table with a Linked Record field.