Sync Lark Tasks with Lark Base to manage workflows

Why use Lark Tasks instead of moving the entire process to Lark Base?

1. Manage tasks in more detail with Lark Tasks
   • Lark Tasks is a dedicated tool for managing specific tasks, from assigning work, tracking progress, to evaluating results.
   • Lark Base is not a tool specifically for work management, it is more suitable for data storage.
2. Increase flexibility in work management
   • Lark Tasks makes it easy to adjust tasks, add or change times, and reassign tasks as needed.
   • These changes will automatically update and sync to Lark Base without affecting old data information.
3. Minimize risk in overall process management
   • If the entire process is brought into Lark Base, you lose the flexibility to track and change work progress in real time.
   • Lark Tasks provides tools for you to monitor task details and make adjustments on the fly without affecting the entire process.

Steps to set up automation sync between Lark Tasks and Lark Base

1. Create and setup Lark Base

• Create a new database table in Lark Base (e.g. project management, task management).
• Set up the basic columns in the table (e.g. Job Name, Duration, Status, Performer).

2. Create and set up Lark Tasks

• Create a task in Lark Tasks for each job or project.
• Set completion time, assign people to perform tasks.

3. Link Lark Tasks to Lark Base

• Use Lark's built-in API or tools (e.g. Lark Automations) to synchronize information between Lark Tasks and Lark Base.
• Set an automation rule so that whenever a new task is created in Lark Tasks, that information is automatically added to the table in Lark Base (the same applies vice versa).

4. Set up notifications and reports

• Configure automatic notifications so that when there are changes in Lark Base or Lark Tasks (like status updates, new tasks added), users receive notifications immediately.
• Generate automated reports from Lark Base to track work performance and project progress.

5. Process testing and optimization

• Perform tests to check the accuracy of the synchronization.
• Adjust automation rules as needed to optimize workflow.

Conclude

1. Benefits of Syncing Lark Tasks and Lark Base
   • Manage work more efficiently, reduce errors and increase transparency.
   • Easily track progress, report, and optimize workflows.
2. Recommendation
   • Lark Tasks should be used to manage detailed tasks and jobs, while Lark Base is ideal for storing overall information and managing data.
   • Synchronizing the two tools will help businesses improve work efficiency and manage overall processes in the smartest and most optimal way.

This article will help readers understand how to combine Lark Tasks and Lark Base, optimize workflow and increase work management efficiency in the enterprise.