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

[Kristina_Rivero]

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!

[Jannis]

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:

How to share a doc with the Coda Community · Coda Community

Sincerely
Jannis

[Troy_Larson]

@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?

[Kristina_Rivero]

Cannot share file as it contains private information

[Kristina_Rivero]

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