Table Automatically Fills Out Tasks Based On Services

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Hi all, I’m running a small agency and I have three tables that need to talk to each other.

  1. Projects
  2. Services
  3. Tasks

For each service there is anywhere between 7-25 tasks that i have to manually enter once I have selected a specific service and I manually input each task into the task table, (I’ve got it automatically pulling the project name) but I really need these tasks to auto populate once I select the corresponding service.

I know this is possible, I just can’t figure out what the formula would be.

If you need screenshots or a screenrecording please let me know.

Here is an example of the three tables and how each service has multiple tasks associated with it. Ideally we set these tasks up to auto pull dependencies as well amongst one another.

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Hello @Austin_Blanchard ,

There are probably a couple dozen ways of doing this. But from the information you share with us (3 tables, services, auto populate) is a bit hard to give you advise as to how to do this.
Please share a dummy doc that resembles your doc and show what you expect the result to look like.
I am sure you will get some help in a hurry once you do.

Greetings, Joost

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Thank you! Just updated with a practice doc :slight_smile:

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Hello @Austin_Blanchard ,

I took a quick look at your document and I think you need to rethink the way you are setting this up.

Do I understand correctly that:
Any new project gets three services (or not always)?
Any service gets always get the subtasks as in your example (or different subtasks for each project)?
You want a task list containing all the subtasks (along with the project and service name).
What do you mean with Moodboard, if you are really just populating the Task list?

I am not going to be able to look at this this week, but depending on your answers, I might be able to spend some time on this next week.

Greetings,
Joost

5

Thanks so much for taking time to look at this!

Most projects get the same three services, but not all of them which is why I want to be able for the service selection to be the trigger that automates everything else

Within each service the tasks pretty much always remain the same

I don’t know where that moodboard came from haha. I just deleted that row!

Does that answer all your questions? I’m always happy to hop on a call if needed.

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