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I have been looking everywhere for this answer and I swear I have watched 100 Youtube videos to no avail. Hoping someone on here can help me :)

I currently have a “projects” table and a “tasks” table in my base. The projects table is configured so when I add a task to that project it adds it in the tasks table to be tracked. However, if I add that same task to multiple projects it tracks it in the tasks table as one record. Therefore, I can’t individually track the same tasks for several projects. 

Basically, I want to select the same tasks for several projects and then track those tasks separately. 

Example:

Project A tasks:

-solicit bids (complete)

-draft contract (in process)

-hire sub (on hold)

Project B tasks: 

-solicit bids (in process)

-draft contract (on hold)

-hire sub (on hold)

 

Thank you so much in advance!! I really appreciate any help that can be provided. This seems so simple but I just can’t figure it out.

Hey ​@samanthareid,

You’ll probably want to have a Tasks Library table (just templates) and have a junction table for Project Tasks.

Under Project Tasks table you would have one record PER task PER project (meaning that you will only link one task to one project in each record). In this way you would be able to track tasks individually for each project.

Does that make sense?

Not EXACTLY what I described above, but you might find this video helpful? -you’ll find the Task library structure and the Tasks table as a junction table.
 



Mike, Consultant @ Automatic Nation


@samanthareid 

Building upon ​@Mike_AutomaticN’s answer above:

The only way that you can do this is to restructure your database as a “many-to-many relationship”, which is a more complicated type of relationship that requires 3 tables (instead of 2 tables) for your record linking.

I discuss many-to-many relationships in more depth in this Airtable podcast episode and this Airtable podcast episode, and Airtable has a support article on many-to-many relationships here.  

Hope this helps!

If you have a budget and you’d like to hire the best Airtable consultant to help you with this or anything else that is Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld