Managing Project Tasks & Status
Let's say that I have a Projects table with a Status field where each status acts as a state that drives which Role is tasked with working on that project so that the Project can advance to the next s...
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This is a big process to get this, but the cliff notes version is;
You will want to have a Task table, a Template Task table, and a Project Type table.
Basically you will want to have a template list of tasks for the project, based on the project type.
The reason you break this up is multi faceted, but some of the reasons can include, different lists dependent region of task, client requirements, details with equipment, or general changes in process over time.
When you make a new project, and pick the project type, a script will then load the most recent and applicable task list.
Yes, over time it could be a lot of records, but the tasks are very minimal information, and all of that info is connected to the project and the task driven status.
You will want to have a Task table, a Template Task table, and a Project Type table.
Basically you will want to have a template list of tasks for the project, based on the project type.
The reason you break this up is multi faceted, but some of the reasons can include, different lists dependent region of task, client requirements, details with equipment, or general changes in process over time.
When you make a new project, and pick the project type, a script will then load the most recent and applicable task list.
Yes, over time it could be a lot of records, but the tasks are very minimal information, and all of that info is connected to the project and the task driven status.
So your set up would be Projects --> Tasks, but above that Project Types --> Projects.
Also, Project Types --> Template Tasks.
Then, for example, the Project type of "Build A New Home" would have 5 template tasks.
1- Foundation
2- Framing
3- Roof
4- Electrical / plumbing
5- Drywall, paint, etc.
Then each time you had a client that wanted a new house, you would click "Add Project", On that screen you'd pick the project type (New Home), and then click a button that would create the 5 tasks, based on your template.
As far as what that button does, is it runs a javascript page that queries the template table for tasks that match the project type, and then uses the csv imprt API to create those records and associate them with the parent project. (This all happens, with the page refresh, in about 1 second)
Also, Project Types --> Template Tasks.
Then, for example, the Project type of "Build A New Home" would have 5 template tasks.
1- Foundation
2- Framing
3- Roof
4- Electrical / plumbing
5- Drywall, paint, etc.
Then each time you had a client that wanted a new house, you would click "Add Project", On that screen you'd pick the project type (New Home), and then click a button that would create the 5 tasks, based on your template.
As far as what that button does, is it runs a javascript page that queries the template table for tasks that match the project type, and then uses the csv imprt API to create those records and associate them with the parent project. (This all happens, with the page refresh, in about 1 second)