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Use Relationships in List view

Relationships allow you to relate tasks to each other. You can use List view to use Relationships without opening individual tasks.

What you'll need

  • Everyone, including guests, can use Relationships. 
  • Guests cannot add new Custom Relationships to List view.
  • Relationships in List view is available on all plans.

You'll only see related tasks that you have permission to access.

Create a new Relationship from List view

To create a new Relationship field from List view:

  1. Open the List view.
  2. In the upper-right corner above the task table, click the plus icon.
  3. In the Create field sidebar, search for and select Relationship to create a new Custom Relationship.
  4. Name the field and choose the type of Custom Relationship:
    • Any task in your Workspace
    • Tasks from a specific List
  5. Enter optional details.
  6. Click Create to create the field and add it as a column.

When selecting the tasks from a specific List Relationship type, the new List-to-List Custom Relationship will be added to tasks in the selected List automatically.

Use the Relationship column

Click the Relationship field to relate tasks without opening each task individually.

Options include:

  • Relate other tasks by:
    • Selecting recently viewed tasks
    • Searching or browsing for tasks in your Workspace
  • Rename and edit the Relationship from the ellipsis menu.
  • Add a Rollup.
  • Unlink a related task by hovering over it and clicking the x on the far right.

Manage the Relationship column

Click on the column header to access the column settings menu.

Options include:

  • Sort the and move the column.
  • Display as Names or a Count of related items.
  • Hide the column.
  • Edit the Relationships Field.
  • Duplicate the Relationship, which creates a new one.
  • Delete the field.

Edit a Relationship

To edit a Relationship from List view:

  1. Click the column header and select Edit field.
  2. Update the Relationship Custom Field in the mini editor or click Advanced settings to open the the Custom Field Manager for additional editing options.
  3. Changes are automatically saved.

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