Re-occurring Projects

[Remy_Nixon]

Hello! I’m new to Airtable but have a background in programming and am having a lot of fun setting up bases for my company.

One issue we’re running into: Many of the projects we want to track re-occur monthly and I’d like to be able to track tasks for each month separately so that when we look at our calendar we see everything laid out for the whole year, not just the upcoming month.

Is there an elegant way to do this? Or do I just have to make a “January - order supplies” task for every month individually?

[Databaser]

Hi @Remy_Nixon and welcome to the community!

I usually take a checkbox field as a trigger for an automation that copies the task, updates the start date (eg via DATEADD() formula) and updates the month (eg via DATETIME_FORMAT() formula with “M”) for sorting/filter options.

If you can script, that’s no doubt also an option.

[Hannah_Wiginton]

Hey Remy!

Here’s how you can add a set of tasks for each time you create a new project. You can set up multiple options depending on the project.

On2Air | Accomplish Anything with Airtable – 8 Sep 20

How to Automatically Add a Set of Tasks to Each New Project Using Airtable...

With Airtable Automations, you can create an automation to add a checklist set of tasks every time you create a new project. This automation will save you time and monotonous manual data entry.