Link tasks using a Relationship or Tasks Custom Field.

What you'll need

• 60 Custom Field uses are available on the Free Forever Plan.
• Unlimited uses are available on paid plans.
• Relationships are available on every plan.
• Guests can't create Custom Fields.
• You can't move, merge, or convert Relationship Custom Fields.

Types of Relationship Custom Fields

There are two types of Custom Fields used for Relationships:

• Relationship Custom Field: Create a Custom Relationship between two tasks.
• Tasks Custom Field: Link two tasks.

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.
     

     When creating a Tasks Custom Field from a view, these two options are not displayed and Any task in your Workspace will be used. Create the field from the Custom Field Manager or a task to access these options.

3. Name the field.
   • Optional: Enable Create rollup fields to create a new field that displays data from related tasks.
4. Customize the field. Details vary by Custom Field type.
   • Optional: If you're creating the field from a view, you can add Custom Field permissions. Otherwise, you can add Custom Field permissions after the field is created.
5. Click Create. 

Create rollup fields in List view

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