Custom Relationships

Relationships allow you to relate tasks to each other. With Custom Relationships, you have additional control and flexibility when linking tasks.

What you'll need

  • Custom Relationships are available on every plan.
  • Guests cannot create Custom Relationships. Guests with edit or full permissions can remove existing Custom Relationships.

Custom Relationship types

There are two options when creating Custom Relationships:

  • Any task in your Workspace: Relate two tasks, regardless of location. Both tasks will be displayed in the same relationship table with the same columns. You cannot create columns from Custom Fields using this method.
  • Tasks from a specific List: Relate two Lists together, then link tasks from either List to each other. When creating this type of Custom Relationship, Tasks in Multiple Lists can only be linked if you've related their home Lists. Subtasks cannot be linked this way. You can create relationship columns from Custom Fields using this method.

Screenshot of someone creating a Custom Relationship.

Create a Custom Relationship

You can create Custom Relationships from the Add Link tab or the ellipsis ... menu.

From the Add Link tab:

  1. Open a task.
  2. In the right sidebar, click the plus icon.
  3. Select Custom.
  4. Name the Custom Relationship.
  5. Select which type of Custom Relationship you want to use.

    When using the tasks from a selected List option, the List you select cannot be changed later. A new Custom Relationship must be created to link the task to a new List.

  6. Enable Create rollup fields to create columns from that List's fields. When linking task Lists, this includes Custom Fields. Rollup fields can also be added later.
  7. Click Create.

From the ellipsis ... menu:

    1. Open a task.
    2. In the upper-right, click the ellipsis ... menu.
    3. Select Relationships.
    4. Select + Create Relationship.
    5. Name the Custom Relationship.
    6. Select which type of Custom Relationship you want to use.

      When using the tasks from a selected List option, the List you select cannot be changed later. A new Custom Relationship must be created to link the task to a new List.

    7. Enable Create rollup fields to create columns from that List's fields. When linking task Lists, this includes Custom Fields. Rollup fields can also be added later.
    8. Click Create.

You can create and manage relationships from List view.

Link tasks using a Custom Relationship

Once you've created a Custom Relationship, you can start linking tasks.

To link tasks:

    1. Open a task.
    2. In the right sidebar, click the plus icon.
    3. Select the Custom Relationship.
    4. Search or browse for a task.

When you navigate to the linked task, the task you created the Custom Relationship from will appear in its Linked Tasks tab. 

Screenshot of a task's Linked Tasks tab.

When using a List to List relationship, the relationship will only be visible in one of the Lists. 

Rename Custom Relationships

When adding a task to Custom Relationship that's linked to a specific List, a table is automatically added to all tasks in both Lists. You can rename each table independently without affecting the other.

To rename a Custom Relationship:

    1. Open a task that has a task linked via Custom Relationship.
      • The next step is unavailable unless one or more tasks have been linked to a Custom Relationship.
    2. In the right sidebar, click the Related tab.
    3. To the right of the Custom Relationship table, click the ellipsis ... icon next to the Custom Relationship you want to edit.
    4. Select Rename.
    5. Rename the Custom Relationship and press Enter on Windows or Returnon Mac.

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