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?