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Apr 17, 2018 11:53 AM
Hi,
I am new to Airtable so I apologize ahead of time but I am investigating features and thought I would reach out to the community for tips.
My company currently uses basecamp and its very limited in its ability.
Basically what I need to be able to create is task lists for resources.
thats my starting point
thank you
Apr 18, 2018 08:06 AM
Check out the example bases given by Airtable…
Also you might want to check out Airtable Universe
This should help you get started…
Apr 18, 2018 08:18 AM
thanks, I have done that.
What I am curious about is can I create a re-occurring task?
For example:
Task with due date today and reoccurs every month or year.
When the task is marked as complete I dont have to create another task for next month or year as its already there.
thanks
Apr 18, 2018 08:27 AM
So you want records(i.e tasks) to be automatically inserted/updated in your base?
Apr 18, 2018 08:33 AM
As @Andrew_Johnson1 hints, automatically generating records takes you out of pure Airtable functionality, although it can be done with assistance from a middleware service (Zapier, IFTTT, etc.) or a manual action.
Alternatively, you could create a formula field that combined a set month and day with the current year to create a rolling due date. The ‘completed’ tick-off becomes a little more complicated, though, as you would either have to timestamp the date and time the task was completed (which currently requires the creation of a linked record to hold a persistent timestamp) or manually clear the completed tick at some point prior to the task becoming due again.
Apr 18, 2018 08:47 AM
yes, that is correct.
Apr 18, 2018 08:57 AM
As suggested by @W_Vann_Hall
You will want to use a service like Zapier to achieve this functionality.
If in case you have some technical programming background you could also use the Airtable API to create/update records in your base automatically.