Sync task lists to Base

2 min read

I. Intro

Sync information from task lists to a base, where you can conduct data analysis, track and visualize task progress, and bring multiple task lists into one centralized location.

II. Steps

Set up sync

Open the base and click Sync Data From in the lower-left corner and select Apps > Tasklist.

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Click Configure and select a task list to sync, then click Next.

Note: You can only select task lists for which you have view, edit, or manage permissions.

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Select to sync all fields or only specific fields. Turn on Automatic sync (every hour) as needed and the task list will be synced to the table every hour.

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Click Save and Sync. A new table with a lightning icon will be created.

Note: The task list name will be the table name by default. You can rename the table as needed.

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Edit synced table

Rename: Click the ⋮ More actions icon on the right side of the synced table and select Rename Table.

Duplicate table: Click the ⋮ More actions icon on the right side of the synced table and select Duplicate Table. The duplicate table will not be synced to the data source.

Manually sync data: Click the ⋮ More actions icon on the right side of the synced table and select Sync Data.

Configure sync settings: To change the fields to sync or turn auto-sync on or off, click the ⋮ More actions icon on the right side of the synced table and select Sync Setup.

Remove sync: Click the ⋮ More actions icon on the right side of the synced table and select Remove Sync. The data in the table will be retained but updates from the data source will no longer sync to the table.

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III. FAQs

Can I edit task list data synced to the base?

No.

Will updates made to the task list automatically sync to the base?

Yes, task list updates will be automatically synced to the base every hour. You can also click the ⋮ More actions icon on the right side of the synced table and select Sync Data to sync the latest data.

Can I sync multiple task lists to one base?

Yes, multiple task lists can be synced to the same base. Each task list would have its own synced table.

How many Base records will be generated when syncing a repeating task from a task list?

If a task is set to repeat, once one task is complete, another will be generated. Every time a new task is generated, it will be synced to the base.

Which users can sync task lists to Base?

The owner of the base or users with manage permission can sync. If a user with manage permission syncs a list and they subsequently lose their manage permission, then the sync settings they've configured will become invalid. Sync settings that have become invalid cannot be restarted and must be recreated instead.

Can I sync tasks to a base?

No. Only task lists can be synced to a base so you need to add the tasks to the task list first. For more details, see Create, share, and manage task lists.

Written by: Lark Help Center

Updated on 2024-11-28

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