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Re: Repeatable Task for seperate records

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ShaLee_Adams
4 - Data Explorer
4 - Data Explorer

I’m pretty sure this is a easy fix but I keep going around in circles… I need to create recurrent task with about 3-4 subtask for multiple records…

Record: Johnny
Task: Offer letter
Subtask: () send offer () send background () get references

I’ve figured out how to link the sub task to task in the “Task” table, however when I link it to the “onboarding” table… and check off a subtask … the checkmark populates for all of the records… so now Joan, Johnny, and Mike have sent offers when that’s not the case.

Please, what am I doing wrong?

1 Reply 1

Hmm, it sounds like you’ve currently got 3 subtask records and they’re linked to Joan, Johnny and Mike?

I think you’re going to need specific subtask records for each person, i.e. 3 records for Joan, 3 for Johnny, 3 for Mike instead