We are using this for property management. Have a table with each action/task. some are one-time but other occur monthly, quarterly, annually… etc.
I want to add the completion date to the May Landscaping Record [which is quarterly] and have this action automatically create a new record with exactly the same information, only with a new date that is 4 months from now?
Is there a formula or Zapier way to do this? Please excuse me in advance if this thread/topic has already been explored.
Also, if there is no formula solution, what are your best user-driven methods for updating such records without letting them slip through the cracks?