You need to have an automation that is tracking the duration of each “step” of the pipeline. And another support table where you keep the log of all of those step changes. Once you have that data you can show it on the interface. Let me know if you’d want a video on that specifically.
This may be a very specific question, but you showed the legacy record review at the end of the video which had much more flexibility. How do you build these interfaces now for new clients?
Great question. We found a workaround and duplicated a base that had the legacy record review interface and keep using that as a template. As long as you have a base that has that legacy view duplicate that and turn it into a template for everything else you need to build.
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Thank you for this Toni - really helped setting up PM for our Automation Business :)
Glad it was helpful!
super helpful man.... lucky for me, I was looking for Website project management lol exactly what I was looking for.
Glad you liked it!
Great Video Toni!! need more videos like this
Glad you liked it!
❤❤❤❤
Really helpful video. Thank you.
Glad it was helpful!
Very helpful! Thank you!
Im glad you found it useful!
How to create the table you have shown in the intro, the pipeline
You need to have an automation that is tracking the duration of each “step” of the pipeline.
And another support table where you keep the log of all of those step changes.
Once you have that data you can show it on the interface.
Let me know if you’d want a video on that specifically.
What about tasks within projects?
This may be a very specific question, but you showed the legacy record review at the end of the video which had much more flexibility. How do you build these interfaces now for new clients?
Great question. We found a workaround and duplicated a base that had the legacy record review interface and keep using that as a template.
As long as you have a base that has that legacy view duplicate that and turn it into a template for everything else you need to build.
@@tonidebelic Thanks for the answer.
Unfortunately I don´t have the legacy record review.
I thank God for coming across your channel Toni. I sent you an email my name is Chinedum Chima from Nigeria.
Just saw it, I’ll get back to you