Automatic timelines

Nonprofits
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1

Hi,

I regularly engage team members for specific projects, on ‘standard’ contracts having a defined timeline (e.g. SHORT = 6 months, MED = 12 months, LONG = 18 months). At times, members are shifted from one contract to another, meaning their end date could change.

I need to create a system where I can add team members+starting date+contract type (and associated duration) to show me the timeline and at a set time during the contract, something is triggered…either the STATUS changes to something or I’m notified.

For example: Peter is on SHORT, starting on 01/01/2024, so 1 month before the end either STATUS changes or I’m notified, or something happens to flag Peter.

I’ve tried so many combinations I’m going slightly mad…!

Tks,
Neil

2

I’m sure you have, but have you had a chance to try two connected boards?

  • Database of members with essential details
  • Connected contract board with contract details, start date, formula calculating end and some time-automated or status-connected notifications?

This was the rough pattern suggested at a recent Monday training I attended.

3

Thanks for that…it’s what I ended up doing. One board for team members and a board for each contract type, all linked. Looks a bit messy, but it works for now.
Tks!
Neil