Build-On Tutorial:

Task Notes

Job Tracking Template: Task Notes

Overview

Tutorial summary

In this Build-On you will add a notes table to expand the Tasks area of the Job Tracking file. With this, your team can add multiple notes to each task so they can track the progress of long-running tasks.

What to expect

When you’re done with this Build-on, your team will be able to:

  • Add individual notes to a task
  • Automatically records the date and time of each note
  • View all of the notes for a task, from the Task Detail layout

Getting started

You will need a few elements before you begin this tutorial.

1. FileMaker Pro Advanced

You will use FileMaker Pro Advanced on your desktop to do all of the work in these tutorials. This is used both for development and to access your FileMaker app on the desktop.

If you don’t have a copy, you can download a free trial.

Download FileMaker Pro Advanced

2. Job Tracking Template core file

Before you begin, download the Job Tracking template core file. If you have already made adjustments to it, either on your own or from another Build-On, make sure to save a copy as a back-up before beginning this tutorial.

When you’re ready to begin, open the file on your desktop with FileMaker Pro Advanced, then you can walk through each lesson, step by step.

Download core file

Begin Tutorial