Help

Re: Need help creating a simple task list which auto populates after entering a property as the name

383 0
cancel
Showing results for 
Search instead for 
Did you mean: 
exosauce
4 - Data Explorer
4 - Data Explorer

So I am looking to utilise this, the base I am looking for is I enter a property address and it will create a task list of items such as photography, entering data into our system, safety checks all these to be either as Not started, in progress or completed. Of which the role for certain tasks will never change simply I would like for 1 name/property to be entered and it just creates all the tasks automatically.

1 Reply 1

Hi,
use automation.
I would recommend to add checkbox or single-select field after property name and use it as trigger, otherwise, if you use text field, ('When {Property Name} updated' or 'When {Property Name} is not empty'), automation will run immediately after you enter first letter in the field. Single-select is a good option when you have several different sets of task lists.