Aug 09, 2023 03:16 AM
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
Aug 09, 2023 06:15 AM
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
Aug 09, 2023 06:32 AM
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
Aug 14, 2023 03:05 AM
Can anyone offer any additional help with this - I'm truly stuck.