Create Relationship Custom Fields

Link tasks using a Relationship or Tasks Custom Field.

What you'll need

Types of Relationship Custom Fields

There are two types of Custom Fields used for Relationships:

Other Relationship types can't be created using Custom Fields.

Create a Relationship Custom Field

To create a Relationship Custom Field:

  1. When creating a Custom Field, select the Relationship or Tasks field type.
  2. Choose the type of Relationship:
    • Any task in your Workspace.
    • Tasks from a specific List.
  3. Name the field.
  4. Customize the field. Details vary by Custom Field type.
  5. Click Create

Create rollup fields in List view

Display data from related tasks in List view by adding a rollup field column!