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:
- When creating a Custom Field, select the Relationship or Tasks field type.
- Choose the type of Relationship:
- Any task in your Workspace.
- Tasks from a specific List.
- Name the field.
- Optional: Enable Create rollup fields to create a new field that displays data from related tasks.
- Customize the field. Details vary by Custom Field type.
- Click Create.
Create rollup fields in List view
Display data from related tasks in List view by adding a rollup field column!