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Airtable - Subtask Workaround?
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Posted by Ken
Dec 31, 2017 at 06:32 AM
Recent posts mentioning Airtable reminded me that I had totally forgotten about it since it was discussed here back in 2015. Having another look at it impressed me with its flexibility and features. But, it does not seem to offer the ability of using subtasks. I know that one can create a linked table of tasks, but if this is done, is there any way of distinguishing tasks from subtasks? And, is there any way to create a view where all of the tasks and subtasks can be seen all at once? Would be curious to hear from any folks that have dove a bit deeper into Airtable.
Thanks,
—Ken
Posted by Andy Brice
Dec 31, 2017 at 07:36 PM
Ken
I have been using Airtable to create a CRM and reporting system for a charity I volunteer at. It is a slick system and improving (but with a few strange omissions).
As far as I know the only way to support hierarchy/sub-tasks is to allow a link from one record to multiple other records in the same table.
—
Andy Brice
http://www.hyperplan.com
Posted by Ken
Jan 3, 2018 at 06:13 AM
Andy Brice wrote:
Ken
>
>I have been using Airtable to create a CRM and reporting system for a
>charity I volunteer at. It is a slick system and improving (but with a
>few strange omissions).
>
>As far as I know the only way to support hierarchy/sub-tasks is to allow
>a link from one record to multiple other records in the same table.
>
>—
>
>Andy Brice
>http://www.hyperplan.com
I have to admit that I was a bit surprised to see you using Airtable, but I’ll take that as a good sign. Like PPL’s IQ, I still want to find some time to try out your program for more than a spin, but as my employer is now issuing me a laptop in addition to my desktop, I am needing to re-evaluate my current use of MLO, the program that I currently use for task management. Work will tolerate no-install (portable) software, but if I am using two machines, that is not going to be a viable solution as we have been told that programs like Box and Dropbox are not to be used. Given this hardware change, I am mulling over using Airtable as I can use it on both machines without any installation, and it can be reasonably customized to my own needs. I have been playing around with it and find it well designed, albeit I am quite rusty on effectively setting up relational databases.
—Ken
Posted by Ken
Jan 3, 2018 at 05:27 PM
Well, that was a bit of a bumpy start to the new year. I came into work today and went to the Airtable sight, only to be told that my browser is not supported. Quite frustrating.
—Ken
Posted by Andy Brice
Jan 3, 2018 at 08:08 PM
>I have to admit that I was a bit surprised to see you using Airtable,
>but I’ll take that as a good sign.
Horses for courses. Hyper Plan is not a good choice for building a multi-user CRM and reporting system accessed from tablets!
Airtable has some odd shortcomings, but overall I am quite impressed with it.
Like PPL’s IQ, I still want to find
>some time to try out your program for more than a spin, but as my
>employer is now issuing me a laptop in addition to my desktop, I am
>needing to re-evaluate my current use of MLO, the program that I
>currently use for task management. Work will tolerate no-install
>(portable) software, but if I am using two machines, that is not going
>to be a viable solution as we have been told that programs like Box and
>Dropbox are not to be used.
At some point there may be a Hyper Plan server, which would allow multiple users to concurrently edit the same plan from any networked location. But I am afraid that is likely to be some way off.
—
Andy Brice
http://www.hyperplan.com