Karen_Siugzda - profile

Karen_Siugzda · Aug 27, 2024

HiI'm using the Resource Allocation template that Airtable created as a guide for my own version of a team resources tracker. Problem is, our jobs have many different levels of effort required depending on what's being requested. I think I have it se...

Karen_Siugzda · Aug 13, 2024

HelloWe have 2 phases of work:Phase 1 is working on what we call "First Pages." Job sub-status = NEWPhase 2 is everything after that. Once marketing returns the job to the designer, Job sub-status = CORRECTIONSI'm looking for a way to automate the ch...

Karen_Siugzda · Jul 10, 2024

We've been using Airtable for several years to track our Marketing & Design projects. We have a "Designer" field that is a dropdown menu of Airtable user names to pick from.I am now trying to mimic Airtable's Resource Allocation template to track tea...

Karen_Siugzda · Mar 13, 2024

Is anyone using the Resource Allocation Template, or is there a explainer video on how to use it? It looks awesome, but it's overwhelming. I'm not sure where to start. Regarding how to set up that whole process, I'm unsure how to even begin setting a...

Karen_Siugzda · Feb 05, 2024

HiWe have an Email Tracker table in our base with a lot of data rows, so I want to move that table to it's own base to avoid maxing out our limits too quickly.The Email Tracker table is fairly independent, with the exception of 2 data columns:1 linke...

Karen_Siugzda · Aug 29, 2024

Thanks for your reply. We can't be unique in our situation. I am so curious how others are accurately tracking team resources and availability.

Karen_Siugzda · Aug 14, 2024

Thanks for that run-down. I was starting with the wrong trigger.Hmm... This makes me realize I need to think this through a bit further, given some other things that need to be considered.This has been very helpful! Thank you.

Karen_Siugzda · Aug 13, 2024

Yes, that's what I'm trying to do, but can not figure out how to get the automation to check the Status field for those specific instances of "In Progress - Design" etc. Can you show me where that is in the automations?

Karen_Siugzda · Jul 10, 2024

I may have found a solution. Still testing it out...Create a new automation: Go to Automations and click "+ New Automation."Add a trigger: Choose "When record matches conditions" and set conditions based on the User field.Add an action: Select "Updat...

Karen_Siugzda · Jun 26, 2024

Ronan, does your product only work with Enterprise level accounts? Does it work with Pro level accounts?

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Resource Allocation: Need to track effort required on jobs - multiple levels

Need to track when status changes between specific criteria

Need to create a "bridge" between 2 tables for the same field

Resource Allocation Template questions

moved table to another base, now need the linked columns to update

Re: Resource Allocation: Need to track effort required on jobs - multiple levels

Re: Need to track when status changes between specific criteria

Re: Need to track when status changes between specific criteria

Re: Need to create a "bridge" between 2 tables for the same field

Re: Creating a team capacity timeline from a table that is synced with other bases