Project task templating with automations
Do you find yourself typing the same tasks over and over for your projects? Instead of entering these tasks each time that you create a project, you can create an automation to automatically add the tasks when you choose the project type.
We will use 4 tables, 3 relationships, and 1 automation to automate task entry. Let’s see how to set this up.
Step 1: Create the table and fields
The templating process for our example is based on having these tables in place:
- Project Type: holds the project types that will be related to the sets of tasks on the Task Template table and to the projects on the Projects table.
- Tasks Template: holds the actual template for the tasks and the Project Types they are associated with.
- Projects: holds project data and is where the automation will be triggered.
- Tasks: holds the tasks that the automation copies from the Tasks Template This table needs to have the same fields and field types as the fields on the Tasks Template table.
Step 2: Create the relationships
Next create the relationships between your tables as per the relationship diagram.