The workaround I created so far… from the inbox i select from a DROPDOWN list (Two separate) the business and then the project name. From there, I change the status from “inbox” to where it should go… IE “Caroline’s tasks today” “Carolines task list”, “Delegate” and "waiting on " tabs. It moves to the correct view based on the status. IE if i choose delegate, it drops into the delegated view.
For futher setup, in each table, I have the same dropdown field.
When I use automations from airtable, I have it set so the dropdown field gets ‘pasted’ into the link field each time, and then i use another automation line to ‘paste’ the same thing into hidden dropdown lists on each table for biz and project. Then i have a script that deletes it from the original table.
So i have several automations set up that are basically new record–create record–delete script flow.
So, from inbox if i change status to ‘carolines tasks today’ it just moves it to my task list for the day.
I also have an automation set up in my ‘today’ tab that once its complete, it moved to the completed view, automates to the archived task tab, and then deletes from my tab with a script. I think i’ve kinda got the bones outlined for all of that and it seems to work.
I have different columns in ‘business’ and "project’’ tabs that link, one for each tab. That way at a glance i can see the records from each tab that are ‘open’.
I did figure out the drop down automation/linked table thing after I posted earlier today, so that is a bonus!
It’s a lot of automations to have set up , but at the same time, its not that bad ONCE they’re set up, it just runs.
I also have email parser set up to forward emails to my inbox. I have a couple parser rules (i have multiple email addresses) so if it comes from my one email, it adds that business name to the inbox dropdown for business, etc. It requires me inputting the correct data
I also have email parser set up to forward emails to my inbox. I have a couple parser rules (i have multiple email addresses) so if it comes from my one email, it adds that business name to the inbox dropdown for business, etc. It requires me inputting the correct data from my inbox before moving it to other places, but man, its been a lifesaver. I also have ‘parking lot’ in my inbox so if its just something that’s an idea and i need to hold, it goes into that view.
Where i’m still stuck (but haven’t yet explored)
I’m still stuck on the repetitive tasks. I just created an account on any.do (its cheap!) and created an automation to link a task from my “capture” list there to my airtable inbox. It’s connected to my google assistant, so i can say “hey google, add call client 123” to my capture list, and then it ends up in my airtable inbox. I was hoping repetitive tasks could be built thru any.do as well but it looks like that may not work, although i sent them an email about it to see if they knew how to make that happen.
I don’t think i need a button to run the scripts for the automation part. But super great idea there.
Essentially i’m just trying to build a GTD system that automates repetitive tasks and helps me take everythign from all over, work in one place, and then keep track of the time I spent on tasks. BTW your prior button with start/stop works great, only thing I hate is the side block panel opens and i’d prefer to keep it closed. Too much open is hard for me. But i’ll get there! I may figure out a way to create a website view or something that runs but doesn’t show all of it. I’ve thought about that, too… kinda make my own dashboard that way.
I appreciate your time/help/advice, as always. Ive learned a lot reading througgh a lot of your stuff !