Task

Use one target for a KPI task and include KPI in Source Kind. Choose a reporting membership and an executor: accountable membership, team or department. The intake checks agreement with the target subject and rejects team plus department together. Milestone connects the task to an objective; Parent Task and Subtasks represent work breakdown. A recorded Slack response does not automatically complete a Task.

The live Task view currently flags configuration errors on Accountable (Name) and Intake Check. A maintainer must repair their referenced fields before using that check as a reliable activation gate. The documented formula describes intended validation; it does not confirm that the current field evaluates successfully.

Use and boundaries

Field names below are the current product labels. * and ° are UI markers, not database constraints. A preferred single-record selection is not a global cardinality constraint either. The related guide explains operational rules.

Related guide · All entities

Fields

Field	Storage	Source, options or boundary
Name*	Text	Stored value.
Description*	Long text	Stored value.
Source Kind*	Multiple select	Task, KPI, Compliance
Milestone°	Linked records	Milestone
Targets*	Linked records	Metric Target
Targets (Metric)	Lookup	Targets* → Metric*
Intake Step	Formula	Computed; see formulas below.
Accountable Membership°	Linked records	Membership (mirror)
Executor (Person)	Text	Text reference; not a linked record.
Executor (Position)	Text	Text reference; not a linked record.
Executor (Team)°	Linked records	Memebership
Executor (Department)°	Linked records	Department (mirror)
Completed By	Text	Text reference; not a linked record.
Reporting Membership*	Linked records	Membership (mirror)
Channel Audience	Text	Text reference; not a linked record.
Business Unit (Team)	Text	Text reference; not a linked record.
Business Unit (Department)	Text	Text reference; not a linked record.
Classification Term	Text	Text reference; not a linked record.
Involved Organization	Text	Text reference; not a linked record.
Generated From	Linked records	Recurrence Configuration
Generation Run	Text	Text reference; not a linked record.
Occurrence Key	Text	Stored value.
Obligation	Linked records	Compliance Obligation
Readings	Linked records	Observation
Due Date*	Date	Stored value.
Action Status*	Single select	Potential, Active, Waiting, Completed, Failed, Cancelled
Priority°	Single select	Urgent, High, Medium, Low
Estimated Effort°	Duration	Stored value.
Actual Effort	Duration	Stored value.
End Time	Date and time	Stored value.
Cost	Currency	Stored value.
Evidence	Attachments	Stored value.
Assignments	Linked records	Assignment Role
Documented By	Linked records	Content
Intakes	Linked records	Intake
Parent Task	Linked records	Task
Subtasks	Linked records	Task
Created	Created time	Generated by Airtable.
Accountable (Name)	Lookup	Accountable Membership° →
Reporting (Name)	Lookup	Reporting Membership* →
Executor (Department Channel)	Lookup	Executor (Department)° → Channel Identifier
Targets (Subject Membership)	Lookup	Targets* → Subject (Membership)°
Targets (Subject Team)	Lookup	Targets* → Subject (Team)°
Targets (Subject Department)	Lookup	Targets* → Subject (Department)°
Intake Check	Formula	Computed; see formulas below.
Tags	Linked records	op:tags · optional labels from the Core Tags catalog; classification only.

Current formulas

Internal references are rendered as readable field names. These expressions describe current configuration, including its limitations.

Intake Step

IF(OR({Action Status*} = "Potential", {Action Status*} = BLANK()),
  IF(OR({Name*} = BLANK(), {Description*} = BLANK(), {Source Kind*} = BLANK(), {Targets*} = BLANK()), "KPI Task - 1",
  IF({Reporting Membership*} = BLANK(), "KPI Task - 2",
  IF({Due Date*} = BLANK(), "KPI Task - 3",
  "KPI Task - 4"))),
"")

Intake Check

IF(FIND("KPI", {Source Kind*} & "") = 0, "⚠ Source Kind lacks KPI. ", "") &
IF(COUNTA({Targets*}) > 1, "⚠ More than one target. ", "") &
IF({Targets (Metric)} = BLANK(), "⚠ Target has no metric. ", "") &
IF(IF({Accountable Membership°},1,0) + IF({Executor (Team)°},1,0) + IF({Executor (Department)°},1,0) = 0, "⚠ Nobody does it: link a membership, a team or a department. ", "") &
IF(AND({Executor (Team)°}, {Executor (Department)°}), "⚠ Both a team and a department. ", "") &
IF(AND({Accountable Membership°}, {Accountable (Name)} = BLANK()), "⚠ Accountable has no Member (Name); Slack cannot find the person. ", "") &
IF(AND({Executor (Department)°}, {Executor (Department Channel)} = BLANK()), "⚠ Department has no Channel Identifier. ", "") &
IF(AND({Targets (Subject Membership)}, {Targets (Subject Membership)} & "" != {Accountable Membership°} & ""), "⚠ Personal KPI: Accountable differs from its subject. ", "") &
IF(AND({Targets (Subject Team)}, {Targets (Subject Team)} & "" != {Executor (Team)°} & ""), "⚠ Team KPI: Executor (Team) differs from its subject. ", "") &
IF(AND({Targets (Subject Department)}, {Targets (Subject Department)} & "" != {Executor (Department)°} & ""), "⚠ Department KPI: Executor (Department) differs from its subject. ", "")

Example and maintenance

Illustrative example: “Review this week’s service results” links one target, a reporting membership and a Friday deadline.

Use the existing fictitious records to inspect relationships in the guide. Before changing fields, check lookups, formulas, intakes and workflow contracts. This page documents structure; a field does not prove that an integration populates it.