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Creating tasks on a certain date automatically

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Hello,

We run a marketing agency, and are on-boarding several clients every week. The issue we encounter is to keep track of the post on-boarding phase.

Is there a way to have Airtable automatically create a task say 30 days after a certain trigger event?

For example, when a customer moves from on-boarding phase to “complete” phase, schedule a follow call in 30 days. Essentially, it’s [date when moved to deal stage] + 30 = task date.

Any ideas?

Thanks!

1 Reply 1

Hi @Leo_David,

Welcome to Airtable Community! :grinning_face_with_big_eyes:

The way to do so is using an IF formula and a Last Modified Date Field, for example:

IF(Stage="Complete", Dateadd({Last Modified Date}, 30, 'days'))

BR,
Mo