How do I display task list for each client in their own "client profile"?

GOAL: I want each client below to automatically get rows with the task and link values so we can track progress of each client completing each task

Currently have a “TO DO” DB that has “Message” and “link” that is populating the DB below

Here’s what I have going on now:

I want client Tom Ford to have MESSAGE 1 and Link 1 in a separate row all the way through Message 15. Tom Ford is just one of many clients.

Please help, thanks!

Hi @Kristina_Rivero and welcome to the Coda Community!

You have to use the filter-formula, but I do not know how the rest of your setup is made.

It’s much easier for me and others to help you if you share your doc with us. We can take a look into the formulas and everyone can make a copy of the document so we don’t get in the way of each other.

Please follow this guide to share your doc with us:


@Kristina_Rivero How are you populating the tasks column? I’m curious why all the messages are on each row. Assume you want one message per row?

Cannot share file as it contains private information

messages are being populated from here ^

I want it to act as a template and then each client will have a “copy” on their “profile” where I can then track the progress of each message with a status

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