Common Tasks in Project Tracker


#1

I am just getting familiar with Airtable, doing some test driving, so sorry if this has been answered elsewhere and I just couldn’t find it.

I would say a vast majority of the Projects we do all use the same tasks over and over. Is there a way to create like a “preset” when you add a Project it just pre-populates a set of all the common tasks?

I’d considered just using 1 task that is attached to multiple projects but we’ll track time on those tasks and although they are all the same task they may take a different amount of time to complete. Not to mention, different employees may be completing them so they’d need to be assigned to different people.


Project Management Template
#2

I think the best way is to automate the creation of the tasks set when a new Project is created, with Zapier or Integromat. Check the other threads: https://community.airtable.com/search?q=checklist