haileyfleury - profile

haileyfleury · Jan 28, 2025

I have a board for projects and one for tasks. Team members are pretty good about entering their project due dates on the project board, but we need to have due dates on the tasks as well. Id like the task due date to default to the project due date,...

haileyfleury · Jan 31, 2024

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...

haileyfleury · Jan 19, 2024

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...

haileyfleury · Dec 12, 2023

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? ...

haileyfleury · Dec 06, 2023

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...

haileyfleury · Jan 28, 2025

Is there a way to do it without an additional field? We have been using interfaces and i would only like one date field to show on the task level instead of having to put the new date in a different field

haileyfleury · Feb 07, 2024

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...

haileyfleury · Feb 05, 2024

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...

haileyfleury · Feb 02, 2024

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...

haileyfleury · Feb 01, 2024

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...

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User Activity

Overriding a default date

Automating predecessor/succesor tasks based on order number

Automate tasks to hit one person after another

Formula troubleshooting - numbers are not working

Help creating a formula for Project Status

Re: Overriding a default date

Re: Automating predecessor/succesor tasks based on order number

Re: Automating predecessor/succesor tasks based on order number

Re: Automating predecessor/succesor tasks based on order number

Re: Automating predecessor/succesor tasks based on order number