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I have a database with two separate tabs that are not related to each other:

  1. Projects Tab: This tracks projects, including their start and end dates.
  2. General Tasks Tab: This contains various tasks assigned to people only when they are not working on a project.

Currently, I have an Interface with a Timeline View that displays the start and end dates of each project, grouped by person. This allows me to visualize the workload of each individual based on their assigned projects.

I would like to enhance this Timeline by also including the information from the General Tasks tab. This way, I can see the complete workload of all team members, whether they are working on a project or handling general tasks.

This isn't possible at this time I'm afraid.  I got around this with automations to create a record in 'General Tasks' whenever a record was created in 'Projects', as well as to keep the Start and End dates synced if they changed in 'Projects

I toyed with using lookup fields for that, but it prevented me from rescheduling stuff with drag and drop on the timeline view so went the automation route instead

This isn't possible at this time I'm afraid.  I got around this with automations to create a record in 'General Tasks' whenever a record was created in 'Projects', as well as to keep the Start and End dates synced if they changed in 'Projects

I toyed with using lookup fields for that, but it prevented me from rescheduling stuff with drag and drop on the timeline view so went the automation route instead


Could you explain a little bit how the automation was created in order to do that? 

Thanks in advance for your help!

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