This website uses Cookies. Click Accept to agree to our website's cookie use as described in our Privacy Policy. Click Preferences to customize your cookie settings.
Hello,I need help setting up an automation that links records in a "dependencies" field to a predecessor/successor record (determined by order number). The goal is to automate tasks to hit contributors dashboard when its their turn to work on the pro...
Hi,Ive created a project management workflow where we have a project board that filters into a task board, and tasks are assigned to individuals who check a "complete" box when done. We have a dashboard for each individual where their tasks appear. B...
Hi, I have been trying to create a status field that uses a formula to indicate when a project is completed IF({% Complete}=100%,"complete"). The problem is whenever I type a number into the formula, it says "invalid formula". What am i doing wrong? ...
Hi there,We are using AT as a project management tool and I am trying to create a field that indicates Project Status. The field would live on the Projects board and default to "Submitted", when we receive a request. We have a separate board for Task...
Thank you for sharing! While this isnt the solution I ended up using, I may not have figured it out without this info so i appreciate your help! I ended up creating an automation that relied on a formula field that was {order#}-1 and pulled in the pr...
Great, thank you! After playing around with this a little im worried it may be a little confusing to my project managers who are just getting used to the system and workflow. I think im going to back pedal on what i said earlier - the manual order nu...
I think that workflow would work. Would the "magic button" be an extension or a field on the task board that triggers an automation? I appreciate the detailed questioned and proposed solutions! Honestly, this has my head spinning too so it is validat...
Your are understanding correctly but currently, no the numbers do not reorder themselves automatically. If someone deletes "3" the steps jump from 2 to 4 (but stay in correct order) If someone wants to add a task they will need to add an order number...
