Tasks

Create a task connected to a record and select an owner

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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

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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
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  • 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.

For example:

  • In a “Project Management” flow, you can create tasks for your team to do it in a project

What’s Next