Automating Task-Project Link on Project Management Interface

[JBJ]

Hi guys,

For each of my clients, I create a project management interface where they can keep track of the project's progress. One of the pages on this interface is a list of tasks.

As of now, I have to manually link each newly created task to the proper project. So I would like to automate this process.

Ideally, I would have liked to set up an automation chose trigger would have been 'when a new record is created on this interface'. But this trigger doesn't exist.

So the only workaround I found for now is to create a List view with hierarchy on and to show the Project name on the level above. But I feel it adds unnecessary clutter to the page design since clients of course only want to see the tasks related to their project.

I assume I'm not the first one to have this need. So do you guys any other workaround to suggest?

Thanks for your help.

[Dimitris_Goudis]

Hey @JBJ, 

This makes sense! Would you mind to have the Project's details page and there a list of associated tasks? In that case you can display the associated tasks and have a button to trigger an automation (create task) or button to new task creation form 

[JBJ]

Hey @Dimitris_Goudis,

Thanks for suggesting this solution. I decided to settle for the List view with both hierarchy and editing inline on because I favor simplicity. It felt to me the easiest way to see your tasks and add a new one.

Take care.