I am building a cultivation tracker for my relationships with grantmakers. Unlike a grants tracker, this is not going to track when we receive grants specifically, it’s going to track my cultivation efforts which are mostly relationship and communications based. I built a base design to show the org, contacts, most recent activity etc. but I’m having trouble with assigning activities and showing that they are done.
Essentially, I have a table that shows me all of the organizations with fields for their contacts and most recent activities linked to other tables. But I also have a To Do table I want to link to it that will automatically move the task to the “recent activities” table once it’s marked completed. Is this possible?
I’m also open to color changes as a solution, having all activities in one table and having them show up differently on the organizational overview table when they are complete etc. I just don’t want to have to manually copy and past over completed activities, or have it look like an assigned or planned activity has already been completed.