Project Management: Task Branching

Hi there,

We're currently building a project management/project portfolio app and are having trouble with the tasks relationship. We have a Projects Table, a Task Table, Task Library Table and a Phases Table.  The relationships are as follows: A Project has many Tasks, a Task Library has many Tasks, a Project has many Phases, a Task Library has many Phases.

In the Projects Table, we have tabs for each phase of the project. Then we have fields that are posed as yes or no questions to the user in each phase. If a user answers a certain way to a question, we need a task from the task library to generate and appear in the tasks on the appropriate phase of the Projects Table.

For example, if the question "Will an overnight stay be required?" in the Discovery phase is answered as "yes", then we want the task "Book hotels" from the task library to appear as a task to complete in the Logistics phase.

We have filtered task reports in each phase, as well.

We've tried an automation to create the task, which it does, but we can't get it to relate and show up in the project. Any suggestions?

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Jamie Owens-Knight
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