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Re: Task view (with all tasks / my tasks) in Interface Designer

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Catmom2021
4 - Data Explorer
4 - Data Explorer

Hi! Does anyone know or have resources on how to setup the task view with "all tasks / my tasks" as show in the screenshot below and in this video (at 15:05)? Thanks so much! 

Airtable setup.png

3 Replies 3
ProsperSpark
5 - Automation Enthusiast
5 - Automation Enthusiast

HI Catmom2021,

Sure!  When you are adding a new interface, choose "List". This interface template automatically allows you to add tabs and sort/filter/print as you saw in the video. 

ProsperSpark_0-1700258110298.png

Then, you can add as many tabs across the type as you'd like. 

ProsperSpark_1-1700258256237.png

 

Happy to help you set something up or answer any questions you might have!  Learn more here: ProsperSpark.com

Catmom2021
4 - Data Explorer
4 - Data Explorer

Thanks so much ProsperSpark! That is super helpful. I missed the tab feature! Do you have all tasks in your base in one table? How to get all tasks assigned to one staff member across multiple tables (in one base) is stumping me. Thanks again! 

ProsperSpark
5 - Automation Enthusiast
5 - Automation Enthusiast

Yes, I recommend keeping all 'like' records in one table. Example: All people in a people table, all tasks in a task table, etc. That helps you keep items both organized and easily accessible.  Good luck!