Configuring automations

• Make sure to Publish all the workflows.
• The workflow New message uses the Send an email node. You need to configure this node in the Settings panel of the automation.
• The workflow New message uses the Send an email node. The Body property of the email refers to the published application. You need to adjust that url to ensure that the correct link is sent.
• The workflow Status update uses an HTTP trigger node. You need to link the url of that trigger as a webhook to the Tasks table. It must only be triggered on an update of the Status field.
• The workflow Status update uses the Send an email node. You need to configure this node in the Settings panel of the automation.

Database: Project Management

Users

Fields

• Name (Text)

• Email (Email)

• Phone (Phone number)

• Picture (File)

• Teams - Members (Link to table)

• Teams - Lead (Link to table)

• Projects - Owner (Link to table)

• Projects - Member (Link to table)

• Tasks - Created (Link to table)

• Tasks - Assignee (Link to table)

• Task messages (Link to table)

• Tasks - Reviewer (Link to table)

• Password (Password)

• Task actions (Link to table)

• Project (Lookup)

• Row ID (Formula)

Views

• All users (grid)

• Team leaders (grid)

Teams

Fields

• Name (Text)

• Description (Text)

• Team members (Link to table)

• Team lead (Link to table)

Views

• All teams (grid)

Projects

Fields

• Name (Text)

• Description (Text)

• Start date (Date)

• End date (Date)

• Progress (tasks) (Formula)

• Owner (Link to table)

• Status (Formula)

• Project members (Link to table)

• Milestones (Link to table)

• Tasks (Link to table)

• Project members (users) (Lookup)

• Row ID (Formula)

• Total estimated workload (Rollup)

• Open workload (Formula)

• Completed workload (Formula)

• Total tasks (Count)

• Open tasks (Formula)

• Completed tasks (Formula)

• Milestones (with status) (Lookup)

• Progress (time) (Formula)

• Files (Link to table)

• Tasks assignees (Lookup)

• Task with assignee (Lookup)

• Behind time progress (Formula)

Views

• All projects (grid)

• Active projects (grid)

• Projects behind schedule (time % > tasks %) (grid)

Project members

Fields

• Name (Formula)

• Project (Link to table)

• User (Link to table)

• Team (Lookup)

• Project ID (Rollup)

• User picture (Lookup)

• Project owner (Lookup)

• Is Project owner (Formula)

Views

• All project members (grid)

Milestones

Fields

• Name (Text)

• Status (Formula)

• Description (Text)

• Project (Link to table)

• Tasks (Link to table)

• Row ID (Formula)

• All tasks completed (Formula)

• No tasks started (Formula)

• Name with status (Formula)

• Start date (Rollup)

• End date (Rollup)

• Total estimated workload (Rollup)

• Total tasks (Count)

• Open workload (Formula)

• Open tasks (Formula)

• Completed workload (Formula)

• Completed tasks (Formula)

• Progress (tasks) (Formula)

• Progress (time) (Formula)

• Status (icon) (Formula)

• Name with icon (Formula)

Views

• All milestones (grid)

• Milestones in progress (grid)

Tasks

Fields

• Name (Text)

• Description (Text)

• Status (Single select)

• Priority (Single select)

• Assignee (Link to table)

• Created by (Link to table)

• Start date (Date)

• Due date (Date)

• Completion date (Date)

• Milestone (Link to table)

• Project (Link to table)

• Depends on (Link to table)

• Task messages (Link to table)

• Reviewer (Link to table)

• Task actions (Link to table)

• Registered workload (Rollup)

• Task duration (Duration)

• Task files (Link to table)

• Days until due date (Formula)

• Blocked by (Formula)

• Blocked icon (Formula)

• Overdue icon (Formula)

• Name with icons (Formula)

• Depends on (icons) (Lookup)

• Estimated workload (Number)

• Workload difference (Formula)

• Difference icon (Formula)

• Notification mails (Formula)

• Row ID (Formula)

• Milestone (with status) (Lookup)

Views

• All tasks (grid)

• Grid: CRM System Upgrade (grid)

• Grid: ISO 27001 Compliance (grid)

• Grid: Spring Marketing Campaign (grid)

• Timeline: CRM System Upgrade (timeline)

• Timeline: ISO 27001 Compliance (timeline)

• Timeline: Spring Marketing Campaign (timeline)

• Kanban: CRM System Upgrade (kanban)

• Kanban: ISO 27001 Compliance (kanban)

• Kanban: Spring Marketing Campaign (kanban)

• Calendar: CRM System Upgrade (calendar)

• Calendar: ISO 27001 Compliance (calendar)

• Calendar: Spring Marketing Campaign (calendar)

Task actions

Fields

• Action (Text)

• Task (Link to table)

• Start time (Date)

• End time (Date)

• Duration (Formula)

• Notes (Long text)

• Author (Link to table)

Views

• All actions (grid)

• All actions grouped by task (grid)

• All actions grouped by author (grid)

• Completed actions (grid)

• Open actions (grid)

Task messages

Fields

• Message (Text)

• Author (Link to table)

• Created at (Created on)

• Task (Link to table)

• Author picture (Lookup)

Views

• All messages (grid)

• All messages grouped by task (grid)

Files

Fields

• Name (Text)

• Task (Link to table)

• File (File)

• Project (Link to table)

Views

• All files (grid)

Application: Project Management Application

shared

Data sources

• Users

Actions (event)

• logout (06e1189b-ab9d-4833-b7db-800ce3c500fa_click)

Login

Data sources

• Tasks

Home

Data sources

• My assigned tasks

• My tasks to review

• My projects

• My team

• My team members

• Open action

Actions (event)

• update_row (click)

• refresh_data_source (click)

Task details

Data sources

• Task details

• Blocks tasks

Actions (event)

• update_row (submit)

• update_row (click)

• update_row (click)

• refresh_data_source (submit)

• refresh_data_source (click)

• refresh_data_source (click)

• refresh_data_source (click)

Task dependencies

Data sources

• Milestones

• Milestone tasks

• Task details

Actions (event)

• update_row (click)

• update_row (click)

• update_row (submit)

• update_row (submit)

• refresh_data_source (click)

• refresh_data_source (click)

• open_page (submit)

• refresh_data_source (submit)

Task actions

Data sources

• Task details

• Closed actions

• Open action

• Count open actions

Actions (event)

• update_row (click)

• update_row (click)

• create_row (submit)

• update_row (click)

• refresh_data_source (click)

• refresh_data_source (click)

• update_row (submit)

• refresh_data_source (click)

• refresh_data_source (submit)

• refresh_data_source (click)

• refresh_data_source (submit)

• refresh_data_source (click)

• refresh_data_source (submit)

• refresh_data_source (submit)

Task messages

Data sources

• Task details

• Messages

Actions (event)

• update_row (click)

• update_row (click)

• create_row (submit)

• refresh_data_source (click)

• refresh_data_source (click)

• refresh_data_source (submit)

Task files

Data sources

• Task details

• Task files

• Project files

Actions (event)

• update_row (click)

• update_row (click)

• create_row (submit)

• delete_row (5b7d1cd0-f364-4710-b963-f2b70910e598_click)

• refresh_data_source (click)

• refresh_data_source (click)

• refresh_data_source (submit)

• refresh_data_source (5b7d1cd0-f364-4710-b963-f2b70910e598_click)

Add task

Data sources

• Available projects

• Milestones

• Project

• Milestone

Actions (event)

• create_row (submit)

• open_page (submit)

Project details

Data sources

• Project details

• Milestones

Actions (event)

• update_row (submit)

• refresh_data_source (submit)

Project milestones

Data sources

• Project details

• Milestones

• Milestone tasks

• Milestone details

Actions (event)

• update_row (submit)

• refresh_data_source (submit)

Project tasks

Data sources

• Project details

• Tasks

Project team

Data sources

• Project details

• Users outside the project

• Project members

• Assigned tasks

• Selected member

• Reviewed tasks

• Created tasks

Actions (event)

• create_row (click)

• delete_row (click)

• refresh_data_source (click)

• open_page (click)

• refresh_data_source (click)

Project files

Data sources

• Project details

• Project files

• Task files

Actions (event)

• create_row (submit)

• delete_row (e767294b-24ea-4347-bd69-45cfc5f91990_click)

• refresh_data_source (submit)

• refresh_data_source (e767294b-24ea-4347-bd69-45cfc5f91990_click)

Add milestone

Data sources

• Available projects

• Project

Actions (event)

• create_row (submit)

• open_page (submit)

Projects

Data sources

• Active projects

• Scheduled projects

• Completed projects

User details

Data sources

• User details

• Assignee open tasks

• Reviewer open tasks

• Creator open tasks

Add project

Data sources

Actions (event)

• create_row (submit)

• create_row (submit)

• open_page (submit)