sitecapital.blogg.se - Airtable for task management

#AIRTABLE FOR TASK MANAGEMENT HOW TO#

Now we can create a linked record field that allows up to create a connection between the tasks/subtasks table and the "Projects" table. It may also help to adjust the row height so that you are able to see all of the subtasks without having to expand the record. This will allow you to create a checkbox for each individual subtask by using brackets followed by a descriptive title for each subtask.

In the newly renamed "Subtasks" field make sure that rich text formatting is enabled. This method begins with creating a "Projects" table, a "Tasks" table, and renaming the default long-text field as "Subtasks". This method is helpful when you need more granularity and the ability to easily track subtasks as well, since it allows you more reporting options by using linked records, rollups, etc.Įach of these methods requires a prerequisite understanding of linked records, but we will cover some of the basic tenets of linked records in both methods.

Method 2: Subtasks in another table - Creating a "Subtasks" table that links to a "Tasks" table that links to a "Projects" table.

This method is helpful when you want an easy and convenient way of seeing subtasks within the same view of the overall task record.

Method 1: Subtasks in a long text field - Setting up a "Tasks" table that links to a "Projects" table and using a long text field to create a list of subtasks.

Base designĭepending on your workflow's individual needs there are two different base designs that we recommended considering: In this article, we will discuss two ways in which this can be accomplished as well as a simple way to automatically track your work using a formula.

#AIRTABLE FOR TASK MANAGEMENT HOW TO#

It's important to think about how to set up your base to maximize Airtable's functionality. Often times you may need to create subtasks within Airtable to help keep you and your team on track for completing projects.