Get the template here - optimizeis.beehiiv.com/c/airtable-project-manageme…
In this video, I will walk you through the Simple Recurring Tasks Project in Airtable, showing you how to set up a repeatable task automation system with ease. After experimenting with a few versions, I’ve refined the process to provide you with the best solution for creating recurring tasks in Airtable. Whether you need to set up weekly reminders, quarterly tasks, or any other repeatable process, this tutorial has you covered.
In this video, I will cover:
How to create a simple yet effective task management system in Airtable
How to automate recurring tasks with specific deadlines
Tips for using advanced settings to customize your task workflows
If you need help setting up something similar or want a copy of the base, check the links in the description. For a deeper dive into the advanced features and formulas used in this setup, watch the advanced tutorial linked at the end of the video. Hope you find this helpful, and see you in the next one!
I hope you loved that video! Hit the subscribe button and smash the like button. If you have any questions or have a question you want answered, throw it in the comments section!!
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WHO AM I?
My name is Ben Green, I am the CEO of Optimize IS. We help remote teams, small businesses, startups, and other small teams set up the information systems that run your business when you sleep. This allows you to save time, save money, be more efficient, and work in your zone of genius.
We do this though implementing “best practice” processes with the most integrated software stack to back up the processes. We implement software tools like Airtable, Asana, Slack, Toggl, Active Campaign, Process Street, JotForm, Zapier, and many more to make your business run smoothly. Also, we use methods such as database implementation, workflow automation, and systems integration. We have experts on our team in Airtable Consulting, Zapier Consulting, and Systems Integration.
You can learn more on our website (www.optimizeis.com/main). Here are some more benefits of our Automation Consulting:
• Reliable automation frees countless hours
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