Is there a reason why you’ve decided not to add columns which have each of these tasks? Organized this way, you’d have each task replicated each time you create a new grant record. Like this:
Hi Ashley, That’s very helpful to see what you’re tracking. Honestly, I don’t think you’re missing any brilliant solutions - it’s just a lot of information to track. It’s almost like you need a table within each row (this would be totally doable in a custom database, but I can’t think of a way to do it in Airtable). One thing that might be useful is to think about which pieces of information are most important to see all together in a summary page, then to build according to that. For example, maybe the most important thing is to have one spreadsheet that shows what each person is responsible for. Then your key spreadsheet that connects everything would be one where the Name column is “collaborators”. Maybe it’s knowing that each grant has all tasks assigned to a person.
If I were designing this system for me (everyone organizes in different ways), I think I might have each grant in its own tab. To create a new grant (and replicate all of the tasks), you would right click the tab, click “Duplicate Table”, and enable the option to “Duplicate Records”. This creates lots more tabs, which might mean that you’d need to separate the grants entirely from the rest of the base, which is essentially a CRM (contacts, foundations, etc), and link the bases via Airtable’s new “sync” feature. I think of this just like organizing parts of my house - I can have a box and a label for everything, but at some point, with enough stuff, I have to either throw things away or find another room! Hope that’s helpful…
