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Jul 18, 2023 09:17 AM
Hello,
I'd like to create a list of reoccurring tasks for each record I create - but I want to be able to check them off independently per record.
Currently, when I check off the task within one record, it updates the task in all records that the task is added.
I'm stuck!
Thanks in advance.
Jul 18, 2023 09:34 AM
Hi @John_Brotherhoo, could you give a little more detail of the base structure? For example:
Jul 18, 2023 09:57 AM
Hi CJ,
Thanks for the reply!
I currently have a 'Projects' table with a 'Tasks' column as a linked record to a 'Tasks' table, where each task is its own record.
I don't have any automation set for child vs parent record checking - would that help solve it?
I'm a bit of a beginner, to be honest.
Cheers
Jul 18, 2023 01:15 PM
Hi @John_Brotherhoo, thanks for the context! This situation would be a great candidate for the List view, whereby you can bring Projects into your Tasks tab and mark them off separately, following a little configuration.
To configure a List view:
This will create a list that organizes tasks underneath the projects they're connected to via linked records, and will allow you to interact with both projects and tasks within the same view. Let me know if that works or if you have any questions!
Jul 18, 2023 08:10 PM
So you're marking Task 1 for Project A as complete, but this is causing Task 1 for Project B to also be complete?
If so, sounds like Task 1's linked to both Project A and Project B. You're going to need to create one "Task 1" record for each project record, and the repeating groups action in automations might help with this
Jul 19, 2023 02:00 AM
Hi CJ,
That sounds like a great feature - I'll try it out.
Thanks!
Jul 19, 2023 02:02 AM
Hey Adam,
Thanks for the suggestion.
Yes, exactly that! I did play around with repeating groups, but couldn't quite get it to work correctly.
I will have another go though.
Thank you,
John
Jul 19, 2023 04:18 AM
Ok, to update on this - I now have an automation that adds the tasks from a template each time a record is created in 'Projects'.
I now need a way to check off the tasks independantly for each record they're in. So one task checked off in record A, doesn't update the same task in record B.
Cheers