Question

I'd like to link dates for follow up with marketing contacts with my Notion Tasks template database. I'm using the linked Projects and Tasks templates and created a marketing project. But I'm also using the CRM template for each stage of my marketing for each person in the CRM database. That's where the follow up date is included. Can I make that date show up on my Tasks? If yes, can you go through each step, please?

Answer 1

Basically you need 3 things to do.

1- Create a relation between your Tasks and CRM databases.
2- Relate the tasks to the persons.
3- You have to Rollup the date from your CRM into your Tasks.

That will work exactly as you need. If you are not familiar with relations and rollups I suggest to look at a couple of videos and you will understand how it works.

Answer 2

Step by step:

1. Open the Tasks database → + property → Relation → choose your CRM database. Turn on "Show on CRM" so it's two-way.
2. On each follow-up task, set the new CRM field to the contact.
3. Add a Rollup in Tasks: Relation = CRM, Property = Follow-up date, Calculate = Show original (or Latest date).
4. A rollup can't drive a Calendar view, so give each task its own Due date and set it to the follow-up date. The rollup lets you check that the two match.
5. Simplest long-term: in the CRM, add a button "Schedule follow-up" that creates a Task with the relation pre-filled and Due = the follow-up date.

Then your Tasks calendar shows every CRM follow-up.

Our free Lite template has a client pipeline board linked to projects, if you want to compare: https://2rds.github.io/freelancer-ops/lite.html?ref=notionanswers (also on the Notion Marketplace: https://www.notion.com/templates/freelancer-ops-lite)