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The AirTable already established by my employer for clients already has Date This Was Done boxes but there’s so much information and so many to-do items that we already have 32 columns. And some to-do items only apply to certain types of clients. Thu...
I’m totally onboard with getting a checklist. I have several different types of clients and would like to have a default checklist for each client type. Then if I have a Type One client I could link that client’s name to a Type One Checklist for him,...