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Hi there,

Newbie here, so apologies if this has been asked.


Scenario: I have 2 tabs (1. PROJECTS 2. TASKLIST), and I’ve linked each individual task items to a project on the TASKLIST tab manually. Lets assume the link between task-projects from TASKLIST tab is the main source of truth.


Question - is there a better way to summarize the total count of tasks per project on the PROJECTS tab?


Currently, I have to create two fields in PROJECTS tab. (1) task - to link all tasks connected to the project (2) total task count - use the count formula to add the count in task field. With this approach, I have to manually add each tasks to the task field on the PROJECTS tab, which seems repetitive since data is already on the TASKLIST tab, and also I might accidentally make a mistake if this is manual. Is there a way to lookup TASKLIST tab, and see the relation between task vs project on that tab, and do the count automatically in PROJECT tab?


Thank you,

Vickie

If you are linking “Tasks” from your TASKLIST table to “Projects” from your PROJECTS table, the link should go both ways (ie, it should already show in your PROJECTS table – you shouldn’t have to re-create that linked relationship).


Are you certain you are using Linked Record fields to link Tasks to Projects?

Ha, sorry. I know why (user error). Thanks @Jeremy_Oglesby you are correct 🙂

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