filesoft.Discuss a project

FILESOFT ACADEMY / COURSE 4

Give related work
a project of its own.

Extend your contact and follow-up app with projects. Build clear relationships, choose records by name while storing IDs, and report meaningful progress.

FileMaker Pro 26 · macOSEstimated time: 4–5 hoursPrerequisite: Course 3

Continue the app you already built.

Keep your contacts, notes, tasks and layout corrections. Each project belongs to one contact. Later lessons connect tasks to projects without silently moving existing work.

All six lessons are available here. Complete the final workflow checks before treating your working file as finished.

01Lesson

Create projects for a contact

Create a Projects table and link each project to its contact through a portal.

Read lesson 1 ↗
02Lesson

Link tasks to projects

Add optional ProjectID, preserve unassigned tasks and match a project only when both project and contact keys agree.

Read lesson 2 ↗
03Lesson

Choose names, store IDs

Select a project belonging to the current contact while storing its unique ID; distinguish duplicate project names.

Read lesson 3 ↗
04Lesson

Build a project workspace

Open a project detail screen and work with its related tasks while retaining safe return paths.

Read lesson 4 ↗
05Lesson

Summarize project progress

Show total, open and done task counts and handle projects with no tasks clearly.

Read lesson 5 ↗
06Lesson

Report and test the project workflow

Produce the intended project report and verify ownership, counts, navigation and persistence end to end.

Read lesson 6 ↗
Review Course 3 ↗