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Question

how are Phases/categories linked to other projects with out linking the specific task attached to a phase

  • January 12, 2026
  • 2 replies
  • 18 views

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Once a project is created. How do I link phase/ category that is linked to another project but not have task also link to new project

 

2 replies

TheTimeSavingCo
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Hm, sounds like Tasks are linked to Phase / Category records?

Instead of having a single Phase record that gets linked to multiple Projects, what if you had one unique Phase per Project?  e.g.

Project 1 - Phase A

Project 1 - Phase B

Project 2 - Phase A

This way you could link your Task records to the Phase without it affecting your other Projects

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I’m not sure if I’ve fully understood what you’re asking though, sorry!  If you could still use some help could you provide some screenshots of your tables please?

 


Mike_AutomaticN
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Hey ​@dianasepulveda,

In line with Adams’ comments above:

1. Do you think you could provide further context? Happy to help out with further detail.
2. What he is describing in his message above is a Junction table for “Phase per Project”.
 

Different use case, but hopefully this video shows why this tables are really helpful.
 

 

Mike, Consultant @ Automatic Nation 
YouTube Channel