I have created a few databases for Areas, Projects, Notes, and Tasks. They are linked using relations/roll-ups. I am trying to create a template for the Notes section that would ideally automatically pull in Tasks and previous Notes that are linked to an Area or Project.
For example, let’s say that I create a new Project X and add some Tasks associated with Project X. Then I create my first note using an template. It would be AMAZING if that template automatically pulled in the Tasks I’ve already created associated with Project X. I have this set up already with a template and filters, but it requires manually adjusting the filter for Tasks and Previous Notes to whatever new Project X is (e.g. template is set to “Project A” by default for Tasks and Notes… manually have to click in and change it for new Project X).
I’m thinking the way to do this is if I could dynamically reference the Project Name property on the Notes page within the Tasks Table filter and the Previous Notes table filter. I just do not know how to do this.
Hopefully this makes sense!