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Hi Everyone!


I am currently trying to automate my tasks for projects. What I would like to do is have a date that a project is starting and then based on when I need specific tasks done - to have another date populate.


EX:


I am kitting a project on 4/20/2021 this means that I need the gift note for the project to start one week out. How can I have that auto populate when my tasks status of “gift note” is selected.


So to reiterate because this is becoming confusing:

I have a project with a 4/20 deadline

I choose a “single select” task of “get gift note assets” which always will be 2 weeks out from the deadline.


How do I get a date to auto populate when I choose a specific task with the specific timeframe needed.

Hello @Clair_Arthur!


What you are looking for could be accomplished in a couple of ways but I believe the simplest would be a formula field!

If you table looks something like this:


You could create a new formula field that uses an If statements to return a date based on the deadline and the asset needed:


Then you’ll get the date 7 days before the deadline populated automatically:


You could also chain IF statements to handle different needed assets:


IF(

    {Assets Needed} = "Get gift note",

    DATEADD(Deadline, -6, 'days'),

    IF({Assets Needed} = "Send extra merch", 

        DATEADD(Deadline, -3, 'days')

    )

)

Let me know if I can help provide any more information, and if this helped answer your question please mark it as the solution ✅ .

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