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 edit 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. If the related task is from a different location, it will be displayed in the References table of its linked task.
• 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.
  Note: Tasks from a specific List Relationship cannot be used in other locations. Tasks connected with the Any task in your Workspace option can only be disconnected in the task or List where the connection was made.

Create a Custom Relationship

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

From the right sidebar:

1. Open a task.
2. In the right sidebar, click the Related icon.
3. In the upper-right, click the plus icon.
4. Select New custom 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.

From the ellipsis ... menu:

1. Open a task.
2. In the upper-right, click the ellipsis ... menu.
3. Hover over Relationships and select Create Relationship.
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.

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.

From a task

To link tasks:

1. Open a task.
2. In the right sidebar, click the Related icon.
3. In the upper-right, click the plus icon.
4. Select the Custom Relationship.
5. Search or browse for a task using either a keyword or task ID.
6. Click the task to link it.

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

Using Automations

You can link tasks using Custom Relationships through the following Automation Actions:

Using the Create task or Create subtask Actions:

1. Click Custom Fields.
2. Select an existing Custom Relationship.
3. Click Add task.
4. Select a task to link to the trigger task.

Using the Add Relationship Action:

1. Click Relationship Type.
2. Select an existing Custom Relationship.
3. Click Add task.
4. Select a task to link to the trigger task.

Use Custom Relationships with recurring tasks

You can use Custom Relationships with recurring tasks.

Using Tasks from a specific List is not supported for recurring tasks. When a task recurs, any tasks from specific List relationships are not carried onto the new task.

You'll need to re-add related tasks after the new task is created.