Good Morning All,
I’m trying to find a way to try to automate some recurring task ‘groups’ a little more involved than just recurring and wondered if anyone had some ideas.
In a nutshell, I have a number of clients that I perform the same tasks for each period (some are weekly, some monthly).
At the moment the task tends to be one main task with subtasks within it. I’m quite often adding new subtasks & at the moment update each client individually.
What would be great if I could achieve it, would be to have a ‘template’ task setup in a ‘Template project’ which I update and then each week or month, that task (and it’s subtasks) are copied across to each client’s project (I have one project per client that I list all tasks under).
Can anyone think of a way to do this, maybe using Zapier or another app like that? The triggers could either be in a spreadsheet listing the client and task ‘opening dates’ or on a calendar.
Any help would be greatly appreciated!