Automating a set Tasks/Trackers to Clients

[SalmonTC]

I'm trying to automate a set of tasks when I create a New Client. They all have the same set of tasks, which is sort of like a checklist of things that need to be done. They do have different due dates but I can enter those manually. There is about 20 tasks that go with each Client and I want to automatically add them to the client when I create it. Each task has a unique ID since they are repeated. Anyone know if this can be done and how it can be done? Any help will be greatly appreciated. I tried doing it with a process but couldn't get it to work. 

[Austin_QREW · Accepted solution]

Hi @SalmonTC ,

This is a great question! We have a project management app that utilizes a similar feature.

Copy & Customize: Project Management App

Webinar walk-through: AppSheet Project Management App - Build Path

The basic premise utilizes a looping feature that @Steve wrote about in this post: Add multiple rows

Check out the example below to see how we used this feature to create multiple tasks for a user from one form save: 

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Step-by-Step 

Final View: 

 Hope this helps. Let me know if you have any questions. 

Thanks,

Austin from AppSheet Training

[SalmonTC]

This worked. I was able to incorporate it into my app. It took a little bit of trial and error but i got it working. Thank you for the help, I appreciate it. 

I have another question, maybe you could help me out. So, I have a project that has various dates and I was wondering if there was a way to have all the dates from one project show up in a calendar. Let's say I have a dashboard with project all the way left and I press on a project then on the tabs I press calendar so I can see the dates on there. Hopefully I'm explaining myself.

[Austin_QREW]

Hi @SalmonTC ,

Yes this is possible! The way to accomplish this functionality in AppSheet is by using Parent / Child Relationships within your data structure. 

Data Structure: 

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For example: 

Task Table
ID	Project ID	Details	Start DateTime	End DateTime	Project Lead
abc1234	qrew2343	Create an AppSheet App	06-24-2022 04:30:00	06-24-2022  05:00:00	test@email.com
fdsa3421	qrew2343	Create an AppSheet App	06-27-2022 04:30:00	06-27-2022 05:00:00	account@email.com
hfghf343	fdas3214	Consulting with client block 1	07-27-2022 04:30:00	07-27-2022  05:00:00	manager@email.com
nhgrw23	fdas3214	Consulting with client block 2	07-28-2022 04:30:00	07-28-2022 05:00:00	test@email.com

Description: The task table shown above is a list of the various dates and task for a specific project. 

Column Types:

• ID: Text - Initial Value of UNIQUIEID() - KEY
• Project ID: Ref - Project Table - LABEL 
• Details: LongText
• Start DateTime: DateTime
• End DateTime: DateTime
• Project Lead: Ref - User Table

Project Table
ID	Name	Image
qrew2343	AppSheet Development
fdas3214	AppSheet Consulting

Description: The project table shown above is a list of the various projects for your company. 

Column Types: 

• ID: Text - Initial Value of UNIQUIEID() - KEY
• Name: Text - LABEL
• Image: Image - LABEL

User Table
Email	First Name	Last Name
test@email.com	Test	User
account@email.com	Account	Test
manager@email.com	Manager	Account

Description: The user table shown above is a list of the various users for your company. 

Column Types: 

• Email: Email - KEY
• First Name: Text
• Last Name: Text

Views: 

Task Calendar

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Projects

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Dashboard

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Final Views:

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Filtered by AppSheet Development Project Tasks:

Filtered by AppSheet Consulting Project Tasks: 

Showing all projects and tasks:

Hope this helps let me know if you have any more questions! 

Thanks,

Austin from AppSheet Training