I’m new to airtable and I’m sure this is the best possible solution for tracking projects if done correctly. I have tried watching many videos to figure out how to build the base that can help me monitor the progress but it’s all to vain. We are a video production company and work with freelancers. I need help from someone to help me build the base of possible. Below is the typical scenario -
There should be 3 different tabs to get overview in a glance namely Current Projects, Tasks and Clients.
Projects have milestones on which different collaborators work. Milestones are - Script, Voice-Over, Styles, Storyboard and Motion Design and there can be multiple milestones assigned to a particular collaborator.
Current Projects is the main tab where fields are - project name, start date, end date, current milestone, collaborator name, milestone start date, milestone end date and status. Once the status is changed from ongoing to completed, the project should hide from the table. The entries visible on mobile view should be start date, end date, collaborator name, current milestone and status.
Next tab is for Tasks which has fields named - project name, collaborators name, milestone, delivery date, status, timeline (in days) and notes. The entries visible on mobile view should be collaborator name, current milestone, delivery date, status.
Current Projects and Tasks tab needs to be linked, so when a collaborator is assigned a project in Current Projects tab, the Tasks tab should automatically reflect this, example if there is a new project AAA and script is the first milestone for which BBB is selected as collaborator, Tasks should automatically have a new entry of this. Also when the milestone is changed from script to let’s say voice over, new collaborator is assigned for this and then the entry in Tasks also changes to this new information. So on and so forth. Also, once the project in Current Projects is marked completed, that project should automatically hide from both Current Projects and Tasks tab.
Last tab of Clients can be manually filled. It has fields - client name and notes.
This is the base that I’m looking to create but I’m unable to automate it, everything I tried is falling short. I would really appreciate if anyone can help me with creating this base, it can save me tons of time.
Look forward to hear from the experts