Hi there, I am brand new and been reviewing all the support docs but cant quite figure this one out. I want to create a list of tasks that will always be the same, and will populate based on the type of field. For example, I am using airtable with our content team who produces different type of content from blog posts to social media. If the task is tagged "blog" I want to create a checkbox field for blog that always pulls in the same type of data "1st draft, images created, SEO review" vs if its a social media post I want to tag is as "social" and always pull in the same set of data "Image, hashtags, description"
So far I feel like I would have to manually copy this each time. I tried adding the subtasks to a different table and making an automation, but got a little lost and not sure thats the right option.
that field with checkboxes is the simplest way to add subtasks, but you can't track them individually. You could create a table with the tasks to follow up individually, if you consider it necessary.
That was a comment to improve the database in general. On the other hand, to do what you need in the way it is proposed, you have at least two options: apply templates (only available in paid plans) or with automation by applying filters according to the criteria you have mentioned.
What I find easiest is to create a view for each alternative or path forward. Then you create an automation with the trigger "when a record comes into view.." Here you update the "subtasks" field, although I am not sure that the automation options allow you to add a checkbox as you have in the image.