Task Linking

  • Updated

When tasks relate to each other (but aren't dependent), link them! This allows you to easily jump between similar tasks and ensure everyone has full visibility of everything relevant to their work. 
Relationships are a ClickApp that can be enabled by Admin+ from the menu behind their avatar.

Note: If you do not have the Relationship ClickApp enabled for your Workspace, you can view the original task linking feature here.

How to Link

Option 1

  1. Navigate to the task you wish to link to or from

  2. Select Add Relationship below the task description

  3. Add any tasks you wish to link

  4. 4. The linked task will now display below the task's Relationships

Note: To remove a linked task hover over the linked task you wish to remove under Relationships, and click x.

Option 2

  1. Open a List view

  2. Select multiple tasks

  3. Create links between them using the Bulk Edit Toolbar

  4. Choose to link all the tasks to each other or to one main task

Note: When linking tasks, they will not follow any rules that dependencies normally follow (for example, rescheduling dependencies). 

Examples

  1. When working on a wireframe, create a task link with a content task in order to quickly reference the updates to any new sections that may need graphics. 

  2. When preparing a meeting, create task links to the tasks you referenced in the meeting so people can quickly find what you were referring to. 

  3. When working with a client, associate all related tasks to that client to quickly reference their needs. 

  4. When dealing with a customer issue, associate all support tasks for easy reference. 

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