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Reoccurring Tasks

  • April 17, 2018
  • 6 replies
  • 72 views
A

Hi,

I am new to Airtable so I apologize ahead of time but I am investigating features and thought I would reach out to the community for tips.

My company currently uses basecamp and its very limited in its ability.

Basically what I need to be able to create is task lists for resources.

  • set deadlines
  • set resources
  • some task are reoccurring in nature ie. annual reports for customers
  • send reminders when tasks are overdue to the resource they are assigned too and managers
  • reporting would be great
  • add notes to tasks
  • add in add hoc tasks or projects

thats my starting point

thank you

    6 replies

    A
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    • Andrew_Johnson1
    • Participating Frequently
    • April 18, 2018

    Check out the example bases given by Airtable…
    Also you might want to check out Airtable Universe

    This should help you get started…

    A
    • Allan_Levine
    • Author
    • New Participant
    • April 18, 2018

    thanks, I have done that.

    What I am curious about is can I create a re-occurring task?

    For example:
    Task with due date today and reoccurs every month or year.
    When the task is marked as complete I dont have to create another task for next month or year as its already there.

    thanks

    A
    Forum|alt.badge.img+3
    • Andrew_Johnson1
    • Participating Frequently
    • April 18, 2018

    thanks, I have done that.

    What I am curious about is can I create a re-occurring task?

    For example:
    Task with due date today and reoccurs every month or year.
    When the task is marked as complete I dont have to create another task for next month or year as its already there.

    thanks


    So you want records(i.e tasks) to be automatically inserted/updated in your base?

    W
    Forum|alt.badge.img+5
    • W_Vann_Hall
    • Inspiring
    • April 18, 2018

    thanks, I have done that.

    What I am curious about is can I create a re-occurring task?

    For example:
    Task with due date today and reoccurs every month or year.
    When the task is marked as complete I dont have to create another task for next month or year as its already there.

    thanks


    As @Andrew_Johnson1 hints, automatically generating records takes you out of pure Airtable functionality, although it can be done with assistance from a middleware service (Zapier, IFTTT, etc.) or a manual action.

    Alternatively, you could create a formula field that combined a set month and day with the current year to create a rolling due date. The ‘completed’ tick-off becomes a little more complicated, though, as you would either have to timestamp the date and time the task was completed (which currently requires the creation of a linked record to hold a persistent timestamp) or manually clear the completed tick at some point prior to the task becoming due again.

    A
    • Allan_Levine
    • Author
    • New Participant
    • April 18, 2018

    So you want records(i.e tasks) to be automatically inserted/updated in your base?


    yes, that is correct.

    A
    Forum|alt.badge.img+3
    • Andrew_Johnson1
    • Participating Frequently
    • April 18, 2018

    yes, that is correct.


    As suggested by @W_Vann_Hall

    You will want to use a service like Zapier to achieve this functionality.
    If in case you have some technical programming background you could also use the Airtable API to create/update records in your base automatically.

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