Forum Discussion

AndreaFisher's avatar
AndreaFisher
Qrew Member
4 years ago

CALENDAR

Our regular projects have 10 tasks associated with them that get scheduled out and assigned to a team member. We are needing to see all of these tasks on a calendar. I know that the calendars and capa...
reports and charts
MarkShnier__You's avatar
MarkShnier__You
Qrew Champion
OK, now that I see that record I can see what the issue is. The design of your app will not allow you to display these on a calendar. You would need to have the concept of a parent child relationship where one project has many tasks.
There is a way in QuickBase for example to push a button and have a standard set of child tasks be automatically created for the project. Then every task will be  has separate record and have its own dates and you would be able to have easy reporting such as overdue tasks.

I would strongly suggest that you consider redesigning your app. Let me know if you need any more help on that thought process but as I said the way you are going about this app is really not best practice. 




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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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AndreaFisher's avatar
AndreaFisher
Qrew Member
4 years ago
Ok. I built this during the trial and I haven't been with Quick Base very long so I'm grateful for any information about best practices so moving forward I know my base structure is strong. Thank you very much for sharing your knowledge. I will dig through some example apps to see if I can get a little guidance getting this switched around. The calendar will be a key part of our communication so I want to make sure it's done correctly.

I have only asked one other question on here and you answered and got me headed in the right direction. I certainly appreciate the time you spend here helping.



  • MarkShnier__You's avatar
    MarkShnier__You
    Qrew Champion
    4 years ago
    There are several sample apps in the Exchange for "Project Management" so that is one way to start.  I can see that you have standard Tasks for each Project so if you do start with a sample app or stay with your own app and it does not have the capability to push a button and add a set of standard  child Tasks to a Parent Project, then I'm certainly able to help you with that either on this Community Forum or with a quick no charge Zoom call session.

    That concept of one Project having many Tasks in  two separate tables with a relationship is a very fundamental design issue to get correct at the start.  It's actually great that you ran into that obstacle early in your app design process before going too far down a dead end.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • AndreaFisher's avatar
    AndreaFisher
    Qrew Member
    4 years ago

    Just an update:  I was able to create this without restructuring our current work flow. Our work flow does not follow best practices, but it does work best for us. After speaking with our build-out tech, this was accomplished through a few simple automations and works great! We now have a calendar that shows all of our tasks, employee holidays, events, anniversaries, and all the other things we need!



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    Andrea
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