We own a company that purchases a lot of properties each month and then does extensive rehabs on them. I am trying to build a template that helps us track all properties and which stage they are in as well as auto assign tasks when a property moves into a new stage. IE - under contract, active rehab, pending etc. It seems like its all section based which is not quite how I want it to look, we are looking to make it more stage based where you dont see tasks until it hits the next stage. Is there anyone who has done something similar to this? Or someone who does consulting to help build out something like this? Thanks
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Hi @Matthew_Edge, welcome to the forum!
For a setup like this, it sounds like you’ll want each property to be a project and to use milestones for each section. You can then create a rule that triggers when a task’s completion status changes. For example, your first milestone could be Contract Signed. Once all of the other tasks in that section are complete, you would mark the milestone complete.
The rule would check whether the task is a Milestone and is in the Under Contract section, and if so, automatically create a new task or set of tasks, or take whatever follow-up action you need.
When the milestone in the next section is marked complete, another rule could check whether the task is a Milestone and is in Active Rehab, and if so, automatically create the next set of tasks for the following section, and so on.
You can set the section for the newly created tasks by clicking View all fields and selecting the appropriate section from the dropdown next to the project name. You can also assign the tasks and set relative due dates based on the trigger date.
@Matthew_Edge Welcome!
To add to @Jeremy_Long‘s answer, you can also use a custom field for stage instead of sections. Then set a rule that when all subtasks are complete update your Stage custom field and add new subtasks. The benefit of using a custom field is that you can then report globally on how many properties you have in each stage.
In your projects, you would then set a view that groups by your Stage custom field. This would give you the same view you have with Sections, just using the custom field instead.
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