Need a way to bring together a synced table and an adhoc table to tasks into 1 view

To make sure I understand you correctly:

• Somewhere in your Airtable environment there is a base with a table that is synced into a different base—one that your team largely works out of.
• In the table in your team’s base, you added a few extra columns to add subtasks + other info.
• There are ad hoc tasks you’d like to add.
  • This is where I’m a little fuzzy. Are you trying to add these ad hoc tasks to the original data, or add them as records in a new table that’s linked to the records in your team’s base?
• If you have them linked together in an overview table, you’ve already brought them together—I’m assuming you want people to be able to edit the data without having to click into the individual linked records?

I’m guessing your solution lies in some combination of two-way sync settings and multi-source sync settings, but I’m not 100% sure given I’m still a little fuzzy about how you’ve got this structured (what plan you have will also impact this). 

Yes, you can merge synced data and ad hoc tasks into a single table using a Linked Record & Automation approach.

Solution:

1. Create a "Master Tasks" Table

   • Link both the Synced Data Table and the Ad Hoc Tasks Table to this new table.

   • Use the linked record from the Overview Table of Projects as the common key.

2. Automate Record Syncing

   • Set up an Airtable Automation to create a new record in the "Master Tasks" table whenever a new entry appears in either of the original tables.

3. Use a Unified View

   • In "Master Tasks," create a view that filters and organizes all tasks by project, priority, or assigned team member.

This setup allows your team to work from a single table while maintaining sync with external data. If this sounds complex, feel free to reach out—I’d be happy to guide you through it!

If you’re on a Business plan or above, you could try multi source syncing, which would let you sync two tables into a single new table: https://support.airtable.com/docs/multi-source-syncing

Are you also planning on doing two way sync with that?  I take it you can’t use an Interface for this because this other team needs to make their own fields, automations, etc?

Hoping this helps to break down the scenario further.

Base A - houses the data being synced

Base B - we have 3 tables as follows:

• Table 1: Synced data from Base
• Table 2: Ad hoc Tasks
• Table 3: Overview of projects

Table 1: We have the synced data set up to not be editable back to the original base but added a few new field columns for the team to track subtasks of work and progress status for each business milestone. The synced data can change daily for begin and end dates for business milestones.

Table 2: The team needed a place to track ad hoc tasks (that are not a business milestone) with subtasks and progress status that match the table 1 set up

Table 3: Overview of projects. Table 1 and Table 2 tasks (record) are then linked back to projects through 2 separate fields

Our team is hoping that we can take Table 1 and Table 2 and create a combination table that keeps the synced data in tact (since dates frequently change) while being able to see all the ad hoc tasks. Our team’s end goal is to be able to have a calendar view.

I have started to go look at setting up an interface as another workaround.

If there is a way to eliminate Table 2 and have the information for ad hoc tasks live with Table 1 that would be the ultimate dream, but I have not found any way to be able to do that.

Thanks ​@TheTimeSavingCo! Appreciate your assistance!