Tasks and Subtasks - Walkthrough

Hey folks,

I was working with a customer on a common use case: Tasks and Subtasks. It’s easy to do using lookups and formulas.

I recorded a quick video walking through it. Hope it’s helpful!


Nice demo. Real straightforward. This would be great template in their system.

Great video! I like how you started with a template, that saved a lot of time.

Instead of adding setting Task Name to thisRow.Task wouldn’t you want to set call the column Task Name something like Task and then just pass in thisRow, that way you could reference the attributes of the task.

Also, it might be nice if the Add Task button automatically opened a layout so that you could modify the owner, Name of the task, and Assignee. For those that don’t know, you can do this with the Activate formula.