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...
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 ...
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 ...
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...
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...
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...
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...
