Hey - I have a somewhat specific question for a project management tool I’m trying to build (and I’m pretty new to Airtable, so this is evading me!).
(1) On my Overview Tab, I have a list of Projects my team is working on
(2) On a Second Tab, I detail out clients that each project pertains to and where they are in the process of onboarding (Step 1, 2 or 3, which are mutually exclusive and represent a work flow through our process). For example, Client A is part of Project X and is at Step 2 of the process.
(3) Back on the Overview Tab, I want 3 columns to represent Steps 1, 2, and 3, linking back to the Second Tab to which clients are in each
Is there a way to do this? I’m having trouble linking this up.
Using a less abstract example: Project X pertains to Client A, B, C, and D.
The client are at the following steps:
Client A & B are on Step 1
Client C is on Step 2
Client D is on Step 3
I’d like columns on the Overview Tab to show Step 1: A & B, Step 2: C, Step 3: D, in the Project X record.