I have a Trips Master board. This Board contains an Item for every Trip with a few key details, including dates and status. The Dates column is a Timeline column.
When Status is marked Confirmed, I have an Automation that creates a new Trip Tasks Board based on a Trip Tasks template. There are no dates in the Template board since I haven’t found a way to do any kind of dynamic or relative date process. I am driving myself crazy on how to setup Due Dates for these Trip Tasks in the freshly created board.
Some tasks will be due 60 days out from trip start (or end, doesn’t really matter), some a few days out, some due 14 days before trip end, some due 8 days after trip end (the final two do matter).
Simplified view of Boards/Columns
Trips Master
- Timeline
- Status
Trip Tasks
- Link to Trips Master
- Mirror Timeline from Master
- Due Date
- Assignee
- Dependencies
Trip Task Template
- Task 1: Book lodging (due 60 days out; assigned to person A)
- Task 2: Send metrics to boss (due 5 days out; assigned to person B)
- Task 3: Post report (7 days after; assigned to person A)