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Re: Tasks Per Record

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John_Brotherhoo
5 - Automation Enthusiast
5 - Automation Enthusiast

Hello,

I'm having an issue with tasks. 

I have an automation adding a list of tasks from a 'tasks' template, which is triggered each time a new record is created.

However, when I check off a task in record A, it also checks off the same task in record B, and in any subsequent records created. 

How can I stop this from happening - allowing me to check off each task individually per record, without affecting the other records?

Thanks

3 Replies 3
cesrua1
5 - Automation Enthusiast
5 - Automation Enthusiast

Hi John could you share a little bit more about the different tables you got in your base.

I think from your text that you may be linking the template tasks to the record instead of creating new tasks tkaing the template 

John_Brotherhoo
5 - Automation Enthusiast
5 - Automation Enthusiast

Hi Cesrua1,

Thanks for coming back on this!

I have a 'Task Table' with my list of tasks - from this, I created a task template that is used to update each new record via the automation. 

I'm assuming that's not the right way to do it, then?

Basically, I need to be able to repeat the same list of tasks for each record, but I need to be able to check them off independently, per record. 

As currently, when I check off a task in one record - it checks it off in all records. 

Thanks in advance for your help

John

 

John_Brotherhoo
5 - Automation Enthusiast
5 - Automation Enthusiast

Can anyone offer any additional help with this - I'm truly stuck.