Task and Action Items Management

[Giora_Giora]

Hi,

I have a table of tasks.
I have a table of action items.

In the third table, we have various information items (records).
Several tasks can be assigned to an information item.
Tasks can have multiple action items.
Each action item has a single Owner.

I want to show only the current action items related to an information item record.
Please recommend the best practice for implementing it.

[TheTimeSavingCo]

Try adding a lookup field into the "Action Items" table to display the linked Task's "Information Item" record, and you can then filter by it

[Giora_Giora]

Thanks. I'll try that.

[Sachin_191 · Accepted solution]

Sounds like a great project for Airtable. Here's how I'd approach it:

• Use linked records to connect tasks and action items to your information items table.
• Set up filtered views to display only the current action items related to a specific information item.
• We can also add a rollup field to summarize action items for each information record, filtered by status.