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:
Projects
Link to Product
Projected start date
Product List
Tasks
Link to Task template
Link to Project
Task Template
Linked record to Products
Dependency field preconfigured for specific task
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