I’ve tried searching for a solution but cannot find anything super specific to my use case.
Use Case: We have a Operations Team table that has all of our collective “action items” (aka tasks). This is a typical table design including person assignments to tasks, due dates etc. We also have another table of meetings - in particular 1 on 1’s. This table would have a meeting date, and notes within which we would complete our async and sync write ups.
Issue: There are two challenges which I’d like to resolve and which I do not think are possible with cross doc. 1. I want to have a view of the first table - “action items” - within the notes of one of the meetings and I’d like to be able to add NEW action items from within that meeting. 2. I want to keep other users (who are not authorized) from being able to link into the content of the meeting from the action items table.
Example: Bob, Mary, and Jose are on the operations team. Mary and Bob have private one on one’s which are kept in a separate table. During this meeting, they discuss private topics as well as topics relating to the Action Items (the other table that Jose also has access to). During the meeting they may add new Action Items (ideally from within their 1 on 1 meeting entry. Jose should not be able to funnel into the 1 on 1 meeting from the Action Items table since that meeting is private and he should have no access to it.
Optional: Is it possible to add row by row access/permissions to a table? For example, a comprehensive table of 1 on 1’s across an organization where only the participants of a specific 1 on 1 can access its actual contents/notes?
I’m coming from Notion and this currently isn’t possible. The relation between tables creates total access. I have heard that this is possible though in Asana.