How do I group Master Tasks to their Subtasks?

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I have Master Tasks and Subtasks - how can I show this relationship? and how can I show the percent completion of the Master Tasks against the status of all Subtasks?

Master Task: 

  1. Bake a Cake

Subtask: 

a. Preheat the stove

b. Prepare ingredients

c. Mix ingredients


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Eileen

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Posted 3 years ago

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QuickBasePros (Laura Thacker), Champion

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Relationship:

Master Tasks < Sub Tasks

Fields to build in your Master Tasks table: 


From the relationship window build a Summary Count field to count the number of Sub Tasks attached to the Master Task

From the relationship window build a Summary Count field to count the number of Sub Tasks which are Completed (you will need to add a summary field option which identifies the field value which should be populated when a Sub Task is deemed completed)

From your Fields List, build a formula-numeric field to divide the [# of Sub Tasks Completed] / [# of Sub Tasks] and display as a percentage.


From the relationship window, Add a Lookup field to the SubTasks side (right column) of the Percentage field to display in each Sub Task what the overall completion is of all the Sub Tasks
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Eileen

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Would you be available over the phone to walk this through with me? Still learning how to work through Quickbase.
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QuickBasePros (Laura Thacker), Champion

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I will be in my office tomorrow morning.  I am on ET.  You can get my number by clicking on the link https://quickbase-community.intuit.com/users/537-quickbasepros_ids