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‎Feb 11, 2025 06:38 AM
I have a database with two separate tabs that are not related to each other:
- Projects Tab: This tracks projects, including their start and end dates.
- 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.
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‎Feb 13, 2025 06:30 PM
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
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‎Feb 18, 2025 07:10 AM
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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