Click Run test and verify test is successful.Click Create new (or +New automation if you already have existing automations).To create your Automation Set up the Trigger This will allow us to complete multiple fields in the project before the automation starts
A view in Projects called ‘Automated Tasks’ filtered Where ‘Add Tasks’ is checked ✅ – This view will contain the records that will initiate the automation.A checkbox field in your Project table labeled ‘Add Tasks’.At least 2 tables in your base – Projects and Tasks.
AIRTABLE FOR TASK MANAGEMENT HOW TO
This article will show you how to set up an automation in Airtable that will add multiple task records to a Tasks table each time you create a new project record in your Projects table.Īction – Create record Before creating this automation, you need: This can be anything from creating new records, updating fields, and emailing someone, to sending information to another software app and then bringing the updated information back. _ What is an automation in Airtable?Īn automation is a series of actions that happen automatically when certain criteria are met. Want to protect and backup your Airtable data automatically?Ĭheck out On2Air Backups, automated backups of Airtable to Google Drive, Dropbox, or Box. You can now do this tutorial with Airtable Record Templates instead! Learn more about how to use Record Templates. This automation will save you time and monotonous manual data entry.
With Airtable Automations, you can create an automation to add a set of tasks every time you create a new project. This can be for websites, development, digital marketing, or any type of services consulting and implementation. Many times, when starting projects, they require the same set of tasks to kick off the project.
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