I have a simple base, where each record is a customer. We are the only ones creating new records.
For selected (most) customers, I have a vendor/collaborator, that will have an identical list of tasks, assigned to them, for the selected new customers.
Same blank list every time.
I simply want that list to be added to each new record (customer), that I create in my base.
Ideally, the list would have each line with:
- A simple name of the task (do this task)
- A check box showing the task is complete
- A blank line next to it, where the vendor can type in a time/date of completion. (or at least an intended schedule date.
Of course a notes section, for random comments.
The vendor will not have visibility of my entire base. I can make views or tables that recreate the basic customer contact data, that they need to see, to be able to do their tasks.
I just want them to record, and us to have visibility, of the vendors progress, as they complete each task on the view or table, that I share with them.
Eventually Ill get fancy and kick off emails or other actions based on dependencies, once some tasks are checked as completed.
Right now, Im just trying to figure the structure to have that recurring task list auto populate, and be able to have incremental progress tracked with the check boxes and date/time entries.
Thanks.