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Apr 29, 2020 01:49 PM
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!
Apr 29, 2020 01:56 PM
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