Case specific bases - these are linked to the case base and have specific information based on the type of information. This tables are made based on the templates provided by the Coda team (Thank you!). We have made a lot of rules here to avoid sending incomplete emails. Automatic email - it consists of 1) canned responses in html, 2) archive table and 3) sending emails.We also made some charts to follow our weekly finances. Income table - linked to the cases table and making some cool calculations.Cases - here we have full information regarding the case and we use it as a reference point for almost all other tables.Just for reference, in the document we have the following tables: Of course, the assignee could easily be changed. Recently I added a button “Add task”, which creates new task linked to the case and assigned to the person adding the task. Each case has fields such as start date, service etc. We have made a data base of all our cases (we are offering consulting services). What makes it better than todoist is the associated projects. Today view - all task for today filtered by team member.I recently discovered the controllers options, which is amazing for this purpose. Last week view - these are the tasks from last week.
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