Help

auto create tasks & phases for projects

Topic Labels: Automations Base design
162 1
cancel
Showing results for 
Search instead for 
Did you mean: 
mirkolando
6 - Interface Innovator
6 - Interface Innovator

Hello Airtable Community,

I have a relatively complex use case.

I have a table in which projects are created, a table for tasks and a table for project phases. Then I have a template table with standard tasks and a template table with standard phases. I would now like both the standard phases and the standard tasks to be created by an automation when a button for a project is clicked.

I have created two automations for this, one for the tasks and one for the phases. Everything works fine. Both the tasks and the phases are linked to the project. However, the tasks are not automatically linked to the phase. The aim is that, for example, when all tasks in phase 1 are completed, the phase is also completed.

mirkolando_0-1720598457752.png

Thank you and best regards.

Mirko 

1 Reply 1

Could you provide screenshots of the different tables and also indicate how you're triggering the automation?