Simple collaborator auto template task list, with check boxes, and fillable date of completion, for each new record
I have a simple base, where each record is a customer. We are the only ones creating new records.
For selected (most) customers, I have a vendor/collaborator, that will have an identical list of tasks, assigned to them, for the selected new customers.
Same blank list every time.
I simply want that list to be added to each new record (customer), that I create in my base.
Ideally, the list would have each line with:
A simple name of the task (do this task)
A check box showing the task is complete
A blank line next to it, where the vendor can type in a time/date of completion. (or at least an intended schedule date.
Of course a notes section, for random comments.
The vendor will not have visibility of my entire base. I can make views or tables that recreate the basic customer contact data, that they need to see, to be able to do their tasks.
I just want them to record, and us to have visibility, of the vendors pro
