Marisa_Pettit1 - profile

Marisa_Pettit1 · Jun 23, 2021

Hi All - I’m stuck and could use a bit of guidance for my project management. I currently have a table with my projects, which is linked to my clients table. Once a project moves from a ‘lead’ to ‘in process’ I want to be able to select a workflow an...

Marisa_Pettit1 · Jan 14, 2021

Hi! I’m trying to figure out the best way to organize my contracts and their extensions. For example: Company A has Contract Alpha and Contract Beta. Initially, Contract Alpha was to be complete on 1/30/2021, but Company A has chosen to extend their ...

Marisa_Pettit1 · Jul 02, 2021

Well, I can’t really explain it, but when I just started videoing the process to show you, everything appears to be working correctly now. Thank you so much for all of your help and if for any reason as I test out more than just the first and second ...

Marisa_Pettit1 · Jul 02, 2021

That makes sense on removing the tasks empty as part of the condition and I’ll take that advice, because if nothing else I feel like at this point, better safe than sorry. Here are screenshots showing part of the automation for Workflow 2. The entire...

Marisa_Pettit1 · Jul 01, 2021

Sure! I’m attaching three. The last one shows where the record is created with the task name. Note that there are several more actions like this, one for each task associated with the workflow. I just didn’t think you would need to see all of them, s...

Marisa_Pettit1 · Jun 30, 2021

Thanks, Justin! I think this is definitely on the right track. Here’s what I’m running into now, which is beginning to make me think I’m approaching this in the wrong way, I don’t know… I made that change to my automation and when I test it out, here...

Marisa_Pettit1 · Jan 15, 2021

So, I’ve made some progress, but I’m now thinking that maybe the Gantt app isn’t the best route to go. Thoughts? I think in an ideal situation the outcome would be similar to the Org Chart maybe, so that the hierarchy is clearly evident. If I’m on th...

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Project management setup suggestions

Managing contracts and extensions

Re: Project management setup suggestions

Re: Project management setup suggestions

Re: Project management setup suggestions

Re: Project management setup suggestions

Re: Managing contracts and extensions