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Create relationships on tasks

Create relationships between a task and other items throughout your Workspace.

Feature availability and limits vary by plan and user role. Learn more

Create task relationships in task view 4.0

There are several ways to create relationships from tasks.

You can also create dependency relationships between tasks.

From the relationships section

From the relationships section of a task:

  1. In the upper-right corner, click the plus icon.
  2. Select the type of relationship you want to add.
Screenshot of the create relationship button in the Relationships section of a task.

From the Related tab

From the related tab of the relationships section, you can link tasks or Docs.

Items using Custom Task Types will appear in their own dedicated section.

Link tasks from the Related tab

To link tasks:

  1. Hover over the tasks section.
  2. Click the plus icon or Relate or create tasks.
  3. Search, browse, or create a new task.
Screenshot of the options to link tasks.

Link Docs from the Related tab

To link Docs:

  1. Hover over the Docs section.
  2. Click the plus icon or Relate Docs.
  3. Search or browse for a Doc.

    Screenshot of the options to relate Docs.

From a custom relationship tab

Items using Custom Task Types will appear in their own dedicated section.

From a custom relationship tab:

  1. Hover over the related tasks section.
  2. Click the plus icon or click Relate or create tasks.
  3. Search, browse, or create a new task.
Screenshot of a custom relationship, highlighting the options to add related tasks.

From the Relationships page in the right sidebar

In task view 4.0, you can view and add relationships, including references, from the right sidebar.

  1. In the right sidebar, click the Relationships icon.
  2. In the upper-right corner, click the plus icon to add related items.
    Screenshot of the Relationships page, highlighting the option to create relationships.
  3. Or hover over the Tasks, Docs, or Custom Relationship section.
  4. Click the plus icon or Relate or create tasks.
  5. Search, browse, or create a new task.

Screenshot of the Relationships sidebar highlighting the options to relate tasks.

Create a task relationship in task view 3.0

There are several ways to create relationships from tasks.

From a task

From a task, you can add any type of relationship from the add task button or the task settings menu.

From the Add Link tab:

  1. Open a task.
    1. In the right sidebar, click the plus icon.
    2. Select Link Task.
    3. Search or browse for a task.
      Screenshot of someone linking a task in Task view 3.0.

From the task settings menu:

  1. In the upper-right corner, click the ellipsis ... menu.
  2. Select Relationships.
  3. Click Task.
  4. Search or browse for a task.

Using /Slash Commands

Using /Slash Commands:

  1. Open a task.
  2. In the task description or a comment, type /link to.
  3. Press Enter on Windows or Return on Mac.
  4. Search or browse for the task.

Using Automations

You can add a Task Relationship through Automations three different ways:

  • Using the Add Relationship Action:
    • Click the Relationship type dropdown and select Link Task.
  • If you're creating a new task or subtask:
    • Click the Relationship type field and select Link Task.
  • If you're duplicating the trigger task:
    • Check Link to original task.