Recurring Task and Sub Task once completed, duplic...

[Garland_Coulson]

I have a series of 7 onboarding tasks for new members of my virtual assistant mentorship program for them to complete.
I have created the tasks as a template and then duplicate them for each new VA. The problem is that I have to duplicate each task individually. I can’t seem to find a way to copy 7 tasks at a time and duplicate all of them.

Selecting and right-clicking doesn’t give this option nor does using CTRL C and CTRL V.

Any thoughts?

[Hannah_Wiginton]

Hey Garland,

Since there’s only 7, you could accomplish this with automations.

Here’s the idea of what you’ll set up in automations:

On2Air | Airtable Apps for Your Business Operations – 8 Sep 20

How to Automatically Add a Set of Tasks to Each New Project Using Airtable...

With Airtable Automations, you can create an automation to add a checklist set of tasks every time you create a new project. This automation will save you time and monotonous manual data entry.

Yours would be “every time you add a new member” instead of Projects

[Garland_Coulson]

I haven’t used automations in Airtable before, but this looks like you need to have a new project to trigger this. Whereas, I am onboarding people into an existing project.

[kuovonne]

Welcome back to the Airtable community!

If this happens a lot, I tend to write a script for duplicating the tasks.

If this is more of an occasional situation, I would quickly create seven blank records (shift+enter), then copy paste the template data into the new records in bulk.

[Garland_Coulson]

Thank you! This was the missing piece. I had tried multiple times to copy the tasks and paste them but it never worked.

But creating 7 blank tasks and then copying the tasks and pasting them worked. I appreciate your help.