Add relationship columns to tasks

Display field data from related tasks within task view.

What you'll need

Task view 3.0 is currently in beta. Stay tuned for LevelUp to learn more!

See relationship columns in tasks

Task view 3.0 has introduced major UI updates for Relationship columns! Click the following tabs to see instructions for viewing relationship columns in each version of task view.

  • Tasks with one or more relationships display all relationships in the lower-left corner.

    Different categories of relationships are separated into tables, and rollup fields can be added to include relevant details from the related task.

    Screenshot of relationship table columns in Task view 2.0.

  • To see relationship columns in Task view 3.0:

    1. Open a task that has an active relationship.
    2. To the left of the Updates section, click one of the relationships icons to see tasks with that specific type of relationship (blocking, waiting on, linked, or custom).
      • Alternatively, click one of the relationship types on the left above the task description.
    3. On the right, you can add or edit columns for each relationship table.

    Screenshot of relationship table columns in Task view 3.0.

Supported relationships

Columns can be added to the following relationship types:

  • Task: Add task fields as columns.
  • Dependency: Add task fields as columns.
  • Custom (link to anywhere): Add task fields as columns.
  • Custom (link to List): Add task fields and Custom Fields as columns.

Add a relationship column in task view

Add new relationship columns from task view! Click the following tabs to see the instructions for each version of task view.

Relationship columns are called rollup fields in Task view 2.0.

  • To add a relationship rollup field in Task view 2.0:

    1. Open a task.
    2. Scroll down to the Relationships section in the lower-left.
    3. Hover over the type of relationship you want to add.
    4. In the upper-right of the table, click the plus icon.
      Screenshot of someone adding a relationship column to Task view 2.0.
    5. Select the rollup field you want to add.

      If the field supports it, you can have it calculate the sum, average, or range by hovering over the column and clicking Calculate at the bottom.

    6. Click Add.   
  • To add a relationship column in Task view 3.0:

    1. Open a task with existing relationships.
    2. To the left of the Updates section, click one of the relationship icons.
    3. To the right of the relationship table, click the + icon.
    4. Select the columns you want to add.

      If the field supports it, you can have it calculate the sum, average, or range by hovering over the column and clicking Calculate at the bottom.

    5. Click Add.  
      Screenshot of someone adding a relationship column to Task view 3.0.

If you don't see the Custom Field you're looking for in the column options, you'll need to create a Custom Relationship using the tasks from a specific List option.

 

Updated

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