Creating Sub-Tasks/Nesting Tasks


#1

Hi! I’m a new user to Airtable. I absolutely love the usability and UI of the app. However, I cannot seem to find quick way to create nesting or sub-tasks.

I wish you could create a way for tasks to be nested under each other and ordered. For example, my primary field is “Task Name,” and my Task Name is “Follow Up with all Current Customers by end of 2018,” is there seems to be no way to create a Sub Task called “Create Follow Up List” and then other sub tasks called “September Follow Up,” “October Follow Up” that are specifically linked to the main task of “Follow Up with All Current Customers.”

We currently use Smartsheet at my company which I find clunky and difficult to use, however it is fairly easy to create nesting and sub tasks with it.


#2

You can add a linked record field on your task table and link it to it’s self. From there, you will be able to add / link the “main” task to many children “sub-tasks”


#3

Can you explain in depth? Im sorry Im new and need the basics


#4

For sure! So one of the really cool abilities of airtable is the ability to link records together! So, for example, you might have a “Contacts” table, and a notes table! A contact has many notes. So, on the contact table, you could add a field(type of : “link record to another table” --> Note table). Now, when you are editing the record you have the ability to link to a record(s) inside of the note table, or add a new note record from within the contact and have it automatically link.

So, on your task table, you could go ahead and do that same concept.

1). Go into your table and add a new field
2). Set the field type to “Link to another record”
3). Set the record link to point to the task table(the one you are working out of)
4). Name this “sub-tasks”
Now, if you go into the expanded view of a note, you should see a new section for “sub-tasks” with the option to link to a record. When you click this, it will bring up a card view of your task table, and you can assign(or create new ones) accordingly.

Does that make sense?


#5

Im sorry. I tried this but its not working out the way you mentioned.