Good Morning Community!
I feel that somewhere in the Airtable world there is a solution to this problem, but I cannot for the life of me find it.
I need to be able to enter a new client, and have a set of recurring tasks (things we have to do with each client) automatically generate in what I’m assuming will be separate linked table.
I enter Joe Smith as a new record.
Airtable automatically (through formulas, linked records, linked tables, etc.) creates a record for Joe Smith - Schedule Installation, Joe Smith - Create Template, Joe Smith - Print Template, etc.
I really need to be able to at least CHECK OFF each of these items separately, if not actually schedule them (more advanced I know).
Does anyone understand at least what I’m trying to do?
ANY help is much appreciated.