Thanks for watching, Kathy. I hope the "for newbies" wasn't misleading, I'm just trying to help newcomers to Airtable to learn about all these awesome features with this particular series. Glad there was value there for you, too!
Great video! I know your rollin with the "for newbies" series - but I'd love to see a more advanced one using this script. Watching it (and not being a total newbie 🤣) I was thinking about how I'd want to create a more unique primary record (probably concatenating the task name and the project name) and so on. I don't remember seeing you use this script in videos before (maybe I missed it), but it's a great one! Thanks for sharing!
Yes! Great idea Kyle, thanks! In fact when I use it I add the person in charge automatically and have dates calculated as well. I'll add this to the list for future videos. 🤝
@@GarethPronovost hi there, did you ever upload this future video. Id love to see what table you added the automation for person in charge and calculated dates.
Wow thanks for this video, I've only been using airtable 1 month using it to set up complex orders for my custom cake company, so I'm modifying this to add bundle products as line items to orders. Think I've got the hang of it, even added a button to run the script (add bundle line items) wish you did more video of diffent use cases but I've managed to tweak your videos to my use cases. Thanks so much :)
Yes! Definitely possible to do this by linking tasks to itself. This way you can link to the dependent tasks which really looks great for a Gantt chart. You might check out our video on Gantt charts, link in the description
I love this too. It fits exactly what I am trying to do. I need to add hours , who, and date worked to each task. Would I use a Hours table and link to task? I may need multiple entries to finish one task. The person completing task would also be a collaborator on the project and need to see all hours. So full access would not be a problem. I would love to see a video of building a dashboard /interface for projects. Thanks again.
I love this, thank you for the clear explanation! One remaining question / challenge though: how do I include additional fields that are in the template table. For example, a template tasks has fields 'assigned to', 'deadline', 'phase', etc. That I like to set in the template and carry over to the actual tasks table. Is there a way to include them?
Hi Elvin, thanks for the question! To do this, you'd need to modify the script just a bit. This is more advanced so I didn't include it in this video as it has to do with coding. I'd suggest looking for someone with javascript knowledge (we have consultants on our team who can help)
Hi Gareth have watched this video and setup some test data - this is great functionality - Just to ask a question, would it be possible to setup additional fields in the template table like the dependency structures which would automatically be pulled into the task table when the project is setup ? - it would be great not to need to recreate these dependencies for each new project created using the template - really enjoy your videos - many thanks for them !!
I get lost around the 7:26 mark when it begins to talk about the child template. You go back to the "TYPE" table and there I see a field for "TEMPLATE" but I can't find when and how we got that field or what it is linked to. Then you go on to say that we should link from the template table the type of projects from the "TYPE" table. I'm lost right there. I am sure it is me as everyone else seems to say this works like a charm. I am sure I am somehow missing a step. Can someone help?
Hey Iris! In your TEMPLATE table, create a field that links to the TYPE table. Then in your app set-up, select that new field you just created as your "template type" in the script. Hope this helps! 🤞
THIS IS WHERE I STUCK. If a Project has various types (like; x yacht (project) needs aircondition clean, upholestry clean, and engine winterization) and I want to create automated tasks to this project and use page desing to share a preform invoice to the customer... what should I do ?
This is possible, but more advanced for the pre written script that Airtable provides here. You'll need to write your own script. For help, you might consult the Airtable forums, ask ChatGPT, or seek outside help. I'm not a coder myself so I can't help, but people on my team could
I followed your directions but got this error when I clicked run! TypeError: Cannot read properties of null (reading 'map') at on line 95 at main on line 92
This is fantastic! Thanks for your explanation. I have a question - For example if my project has 3 phases (Tasks) and those phases have the actual tasks (or subtasks), how can I add those with this scripting? In other words say it's adding one additional layer.
Hi, thanks for watching! Yes you can add this additional layer for sub-tasks. It's possible to do with scripting, but it's quite involved so you're probably best served by finding a script writer to modify the code for you. Sorry I can't help with a simple comment here!
Hi Gareth. I've been watching your videos for one week now, just having come accross Airtable about 2 weeks ago. In this video what strikes me is that the Task table Primary Field does not match your rule of concatenating several fields and making that primary column, short, understandable and absolutely without duplicates. I tried to modify the script but failed to achieve (that was my 1rst try). What are your comments on this ? Thanks for helping the community of Airtable users. That's gigantic work you're doing. There is nothing close to your content in the French side.
Bonjour Christophe - yes, I typically use a concatenate formula for the primary field. Generally for my videos I try to demonstrate one specific function (in this case, how to automate the tasks for a new project) so I'll often take shortcuts that allow me to get to my end goal for the video. This tends to work better for CZcams since viewers don't always have a long attention span and they want answers to the questions they are looking for as quickly as possible. But yes, if I were doing this for a project, I'd almost certainly use a concatenate formula in the primary field and I'd move the task name to the second field and include it in the formula!
@@GarethPronovost Bonjour ! Thanks for your answer. with the script you are using (that works lovely on my base) it is impossible to make a concatenated primary field. Well, I did try. Yet my Airtable skills are too low. Can you tell me if, in the case you are showing here, wuth regards to your reply, you did make it to a formula-based primary field ? And how ?
Hi Ashley, you can definitely update this automation to run automatically. To do this, create an automation to trigger from whatever conditions you imagine. From there, add this script in the action steps of the automation. It's slightly different from what we did here, but not terribly hard to adapt! 👍 You can automate the dates in a couple ways, depending on your appetite for complexity: 1. Use formulas to add days from the start date of a project. For example, a project starts on Jan 1, the task has a "day" value of 5, so your formula calculates the due date of Jan 6. 2. Include the date calculation inside your script. This is more advanced and includes some knowledge of code. Hope this helps and thanks for watching! 🙌
Would this work the same if you DID want to link to multiple "types" for each project (IE a client picks mulitple services and therefore needs mulitple workflows?
@@GarethPronovost this is exactly I want to learn and try, I had previous questions regarding to this issue. I want to create an (one consolidadted) preinvoice (by page designer) for a customer ( yacht x) that asks 3 different types of services (upholestry, aircondition cleaning, engine winterization). This preinvoice should include TYPES and TASKS related. So how can I run the script to match this expectation. Propably @amberandrew2066 asked the same (or similiar). thanks gareth.
Wondering if I can pull the "Type 1" into the task as well ? I have multiple services and wanted to be able to see in my task list to be able to maybe group them
I have the pro plan but I am going to hit my 50,000 record limit pretty fast. Any work around? My base is basically perfect but even the 100k plan probably won’t be enough
Aside from upgrading to an enterprise account, your best bet is to archive your base when it reaches the limit. Then you can start fresh with an empty base.
Grab my *FREE TRAINING* that teaches the building blocks of automation: www.garethpronovost.com/webinar-registration 👈
It’s everything we wished excel could do, but better. What a great, clear, concise video. Thank you!
Not a newbie but I didn’t know about this script…totally awesome and appropriate to system I’m implementing.
Thanks for watching, Kathy. I hope the "for newbies" wasn't misleading, I'm just trying to help newcomers to Airtable to learn about all these awesome features with this particular series. Glad there was value there for you, too!
Great video! I know your rollin with the "for newbies" series - but I'd love to see a more advanced one using this script. Watching it (and not being a total newbie 🤣) I was thinking about how I'd want to create a more unique primary record (probably concatenating the task name and the project name) and so on. I don't remember seeing you use this script in videos before (maybe I missed it), but it's a great one! Thanks for sharing!
Yes! Great idea Kyle, thanks! In fact when I use it I add the person in charge automatically and have dates calculated as well. I'll add this to the list for future videos. 🤝
@@GarethPronovost hi there, did you ever upload this future video. Id love to see what table you added the automation for person in charge and calculated dates.
Wow thanks for this video, I've only been using airtable 1 month using it to set up complex orders for my custom cake company, so I'm modifying this to add bundle products as line items to orders. Think I've got the hang of it, even added a button to run the script (add bundle line items) wish you did more video of diffent use cases but I've managed to tweak your videos to my use cases. Thanks so much :)
Glad to hear this helped! 🙌
Game Changer! Great job Gareth!!!!
Thanks David! 🙌
Thank you again for the helpful video. Now I want to figure out how to make those tasks dependent on each other with start and due dates.
Yes! Definitely possible to do this by linking tasks to itself. This way you can link to the dependent tasks which really looks great for a Gantt chart. You might check out our video on Gantt charts, link in the description
I love this too. It fits exactly what I am trying to do. I need to add hours , who, and date worked to each task. Would I use a Hours table and link to task? I may need multiple entries to finish one task. The person completing task would also be a collaborator on the project and need to see all hours. So full access would not be a problem. I would love to see a video of building a dashboard /interface for projects. Thanks again.
Definitely! You're still in our Mastermind, right Steve? We can get that on the topic for an upcoming group coaching sesh. 💪
I love this, thank you for the clear explanation! One remaining question / challenge though: how do I include additional fields that are in the template table. For example, a template tasks has fields 'assigned to', 'deadline', 'phase', etc. That I like to set in the template and carry over to the actual tasks table. Is there a way to include them?
Hi Elvin, thanks for the question! To do this, you'd need to modify the script just a bit. This is more advanced so I didn't include it in this video as it has to do with coding. I'd suggest looking for someone with javascript knowledge (we have consultants on our team who can help)
Hi Gareth have watched this video and setup some test data - this is great functionality - Just to ask a question, would it be possible to setup additional fields in the template table like the dependency structures which would automatically be pulled into the task table when the project is setup ? - it would be great not to need to recreate these dependencies for each new project created using the template - really enjoy your videos - many thanks for them !!
Great question! Yes additional fields can be added to the template, they just to also be added to the script! Helps if you know some javascript
I get lost around the 7:26 mark when it begins to talk about the child template. You go back to the "TYPE" table and there I see a field for "TEMPLATE" but I can't find when and how we got that field or what it is linked to. Then you go on to say that we should link from the template table the type of projects from the "TYPE" table. I'm lost right there. I am sure it is me as everyone else seems to say this works like a charm. I am sure I am somehow missing a step. Can someone help?
Hey Iris! In your TEMPLATE table, create a field that links to the TYPE table. Then in your app set-up, select that new field you just created as your "template type" in the script. Hope this helps! 🤞
Same here 😌
THIS IS WHERE I STUCK. If a Project has various types (like; x yacht (project) needs aircondition clean, upholestry clean, and engine winterization) and I want to create automated tasks to this project and use page desing to share a preform invoice to the customer... what should I do ?
This is possible, but more advanced for the pre written script that Airtable provides here. You'll need to write your own script. For help, you might consult the Airtable forums, ask ChatGPT, or seek outside help. I'm not a coder myself so I can't help, but people on my team could
I followed your directions but got this error when I clicked run!
TypeError: Cannot read properties of null (reading 'map')
at on line 95
at main on line 92
This is fantastic! Thanks for your explanation. I have a question - For example if my project has 3 phases (Tasks) and those phases have the actual tasks (or subtasks), how can I add those with this scripting? In other words say it's adding one additional layer.
Hi, thanks for watching! Yes you can add this additional layer for sub-tasks. It's possible to do with scripting, but it's quite involved so you're probably best served by finding a script writer to modify the code for you. Sorry I can't help with a simple comment here!
Hi Gareth. I've been watching your videos for one week now, just having come accross Airtable about 2 weeks ago. In this video what strikes me is that the Task table Primary Field does not match your rule of concatenating several fields and making that primary column, short, understandable and absolutely without duplicates. I tried to modify the script but failed to achieve (that was my 1rst try). What are your comments on this ? Thanks for helping the community of Airtable users. That's gigantic work you're doing. There is nothing close to your content in the French side.
Bonjour Christophe - yes, I typically use a concatenate formula for the primary field. Generally for my videos I try to demonstrate one specific function (in this case, how to automate the tasks for a new project) so I'll often take shortcuts that allow me to get to my end goal for the video. This tends to work better for CZcams since viewers don't always have a long attention span and they want answers to the questions they are looking for as quickly as possible. But yes, if I were doing this for a project, I'd almost certainly use a concatenate formula in the primary field and I'd move the task name to the second field and include it in the formula!
@@GarethPronovost Bonjour ! Thanks for your answer. with the script you are using (that works lovely on my base) it is impossible to make a concatenated primary field. Well, I did try. Yet my Airtable skills are too low. Can you tell me if, in the case you are showing here, wuth regards to your reply, you did make it to a formula-based primary field ? And how ?
Awesome. Thanks!
Glad to help! Everyone should use this script IMO!
What about a volunteer management system... from application to scheduling to check in?
Yes, totally possible with Airtable. 💪
Hey Gareth - can you run this extension automatically through an internal airtable automation? This was absolutely fantastic, btw.
Also, I'd love to know about automating the dates, the same way you did with the other automating project task videos.
Hi Ashley, you can definitely update this automation to run automatically. To do this, create an automation to trigger from whatever conditions you imagine. From there, add this script in the action steps of the automation. It's slightly different from what we did here, but not terribly hard to adapt! 👍
You can automate the dates in a couple ways, depending on your appetite for complexity:
1. Use formulas to add days from the start date of a project. For example, a project starts on Jan 1, the task has a "day" value of 5, so your formula calculates the due date of Jan 6.
2. Include the date calculation inside your script. This is more advanced and includes some knowledge of code.
Hope this helps and thanks for watching! 🙌
Would this work the same if you DID want to link to multiple "types" for each project (IE a client picks mulitple services and therefore needs mulitple workflows?
It could definitely work, although some adjustments to the script would be needed
@@GarethPronovost this is exactly I want to learn and try, I had previous questions regarding to this issue. I want to create an (one consolidadted) preinvoice (by page designer) for a customer ( yacht x) that asks 3 different types of services (upholestry, aircondition cleaning, engine winterization). This preinvoice should include TYPES and TASKS related. So how can I run the script to match this expectation. Propably @amberandrew2066 asked the same (or similiar). thanks gareth.
Wondering if I can pull the "Type 1" into the task as well ? I have multiple services and wanted to be able to see in my task list to be able to maybe group them
I have the pro plan but I am going to hit my 50,000 record limit pretty fast. Any work around? My base is basically perfect but even the 100k plan probably won’t be enough
Aside from upgrading to an enterprise account, your best bet is to archive your base when it reaches the limit. Then you can start fresh with an empty base.