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

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?

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  

Hey ​@dianasepulveda  !

The key is separating your Phase/Category links from your Task links at the table level.

Structure it like this:

Projects Table:

• Linked to Phases (many-to-many)
• Linked to Tasks (one-to-many)

Phases Table:

• Linked to Projects (many-to-many)
• Linked to Tasks (one-to-many, separate link)

Tasks Table:

• Linked to Projects (many-to-one)
• Linked to Phases (many-to-one)

How to link phases without tasks:

When creating a new project, you link the Phase record directly to the new project. This creates a relationship between Project and Phase, but does NOT automatically link the tasks.

Example workflow:

1. Create Project B
2. In the Phases field, select existing phases like "Planning" or "Execution"
3. Those phases are now linked to Project B, but their tasks stay linked to their original projects

Important: Make sure your Tasks table has TWO separate linked record fields:

• {Project} - Links task to its project
• {Phase} - Links task to its phase category

This separation means phases can be reused across projects as templates/categories, while tasks remain tied to their specific project context.

If you want tasks to automatically appear when linking phases, you'd need to add a lookup field in Projects: {Phase Tasks} looking up the tasks from the linked phases—but those tasks won't be editable in the new project context without manual re-linking.

Flow Digital - Airtable Gold Services Partner — We're happy to help!