One Task - linked to Many Records (Clients) - How to Check "Done" in each linked record?


I have several tasks that need to happen for several clients. In other words one task needs to happen across the board, for each discrete client; I have several of these types of tasks. My database has a table for clients, a table for tasks (among others). The Tasks table is linked to the Client Table, and vice versa.The task(s) relate to an overall project as a “next action.”

I’d like to find a way not to have recreate/duplicate each next action task for each client record so as to avoid a slew of the same task repeats,; but rather, be able to check off the task as complete when it is done for each discrete client. Not sure the best way to set that up…


Hi Lisa

To do this I think you are going to need a ‘join’ table - say called Client Tasks - which would enable you to check off a particular task for a client in the way you want.

If I understand, the issue you have is that of creating these task records - it may be possible to automate this. I did some work for a client of mine automatically creating records in a similar way. This involved using Zapier to build some processing logic (with Javascript within the ‘Zap’) - so the new client would cause the Zap to create the new task records automatically.

You should be aware that this requires a paid Zapier subscription and that ‘Zaps’ don’t run immediately - they are either every 5 or 15 minutes depending upon the subscription.

If you’d like to discuss this with me further, please get in touch (bear in mind time wise that I am in the UK).