Question

I am leveraging a Master Task Database to be my single view for all Action Items that result from Meetings.

I would like to be able to pivot back to the Meeting from which the Action Item was created, however when I click "Open" on the task from the Master Database, I'm presented with a task-specific page, vs the page from which the task was created.

Setup:
Master DB Task list

Meetings:
Meeting Template links to Master DB Task List

New Tasks are created during meetings. How can I pivot back from the master task list?

Answer 1

You need to relate the databases. Once you have that, the meetings will have all related tasks and the tasks will have to which meeting they belong.

In your master database you need to show the meeting property and then just click the related Meeting instead of the task to open the meeting and all the tasks associated to it.

Click open task = Task page
Click on related Meeting = Opens Meeting page. (with related tasks)

Hope that helps.