We commonly want to use a table to manage projects, which then uses canvas columns as a way to keep track of notes about that project and action items / tasks.
You can see in the above screenshot there is a canvas columns for “Brief” and “Tasks”. “Brief” is setup to use a page within the doc as a template which gives us by default all the headings we need.
The problem is the “Tasks” column. What I’m looking to do is when a project is created (a row added to this table), the canvas column for “Tasks” has a table that is automatically filtered for this project/row. This way then, anyone who adds a project to the table, gets a default working space that’s easy for notes and tasks related to it.
I can then create another set of views that people on the team can see all their tasks across all projects in that table.
views in coda.
I can’t see any way to do this. It seems like such a common use case to want to do this.
Here are ways I thought of doing this:
The tasks table has a formula that filters based on the document name. I can’t see any way to do this.
Add a button or control to the page template, that when pressed, creates a table that is then filtered on “parent row”.
Neither of these seem possible…