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Re: Personal Task/ToDo Rollup

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Bradley_Kramer
4 - Data Explorer
4 - Data Explorer

Completely new to the application… I have been added as a Team Member in several Bases and been assigned tasks in each base. How do produce a task list for myself of assigned tasks in multiple Bases without having to go into each Base and look for them?

Thanks

3 Replies 3
David_Krizan
7 - App Architect
7 - App Architect

One option may be to create a separate “Tasks” base (perhaps with different views for each user) and use a tool like Zapier or Integromat to sync tasks between the bases and create interlinks between them, using the original bases as the source of truth.

Granted, the more bases you’re using, the more complicated this becomes. So, if you decide to go this route, I’d recommend keeping the number of separate bases to a minimum and/or consider unifying as many related bases as possible.

Bradley_Kramer
4 - Data Explorer
4 - Data Explorer

Thank you. I will give this a try.

Hi @Bradley_Kramer - did you get this to work? I looked briefly at Integromat but couldn’t sort it out.