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tracking task status when tasks repeat across multiple projects

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nisabarger
4 - Data Explorer
4 - Data Explorer

I am trying to set up a basic template for managing about 20 small construction projects. I have a table with records for each project and a separate table for all the various tasks that could apply to each project. I can't figure out how to link the various tasks to MULTIPLE projects while also tracking the status of the task within each separate project. Below is a simple example (in reality I have a list of ~50 tasks) of the way I'd like to be able to track tasks in EACH project. 

Project A tasks:

-solicit bids (complete)

-draft contract (in process)

-hire sub (on hold)

Project B tasks: 

-solicit bids (in process)

-draft contract (on hold)

-hire sub (on hold)

Thanks in advance!

1 Reply 1
Brian_Sweeny
6 - Interface Innovator
6 - Interface Innovator

Hi there! It seems like you are conflating Tasks and 'Task Types'. You should have 50 separate Tasks (records) for each project, and create a 'Task Type' field (hire sub, draft contract etc) and a 'Status' field (in process, on hold). The field that links each task with a project should be restricted to one project, not multiple. You should probably also build an automation that adds the 50 tasks each time a project is created. If you need more help, feel free to schedule a session!