Create a task connected to a record and select an owner
What is the tasks field?
It's a field dedicated for tasks where you can send to a specific user or group of users, select some followers and also select a due date
How to create
To create a Tasks field:
- On table mode, go to the last table header with a "+", press (F) or click on the "+" on the upper right and this will open the field creation page
- Just look for the "Tasks" option and click on it
- Choose the name of your field
- After created, start creating the tasks for your team in each record
Common use cases
Task field is very useful to easily create tasks directly related to a record.
- In a “Project Management” flow, you can create tasks for your team to do it in a project
Updated 9 months ago