Task template automation

Hi,

I am looking to create a Project management solution where there are a predefined set of tasks that are created for the project based on the products selected in the project.

So roughly these are the tables with relevant fields:

  1. Projects

    1. Link to Product

    2. Projected start date

  2. Product List

  3. Tasks

    1. Link to Task template

    2. Link to Project

  4. Task Template

    1. Linked record to Products

    2. Dependency field preconfigured for specific task

    3. Duration

When a new project is created with selected products then an automation creates new records in the Tasks table based on the products that match on the Task Template.

The idea is that I can run the Gantt view on the Tasks table for the specific projects without needing to create a record for each task whenever a new project starts.

Also to set the task start date based on the project start date and end date based on the duration (not sure if this one is possible).

I currently have an automation running with multiple action steps to create each task record based on a condition looking at the product selected.

This just feels messy to maintain and there is limited input we can have with dependencies in automation.

Thanks,

Cliff

Best reply by Alexander Lätsch

Hi Cliff Clarke,

I guess you're looking for something like this, correct? Task Templates using Make

We often recommend using Make or even a combination of internal SmartSuite automations and Make, especially for creating more complex project and task templates. Also, adding the end time based on a duration (e.g., days) would be possible using Make.

Feel free to reach out if you have any questions 😊

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