Task Relationships

  • Updated

As part of our Relationships feature — task relationships allow you to quickly link tasks across your entire Workspace. There are no rules here! You can loosely link related tasks for quick reference or use them to highlight important items for you and your team.

If a task must be finished before another one can begin, we recommend using Dependency Relationship instead.

Adding in Task View

The Relationships ClickApp needs to be enabled in order for the Relationships table to appear in task view:

  1. In a task modal, scroll down to the Relationship section in the lower-left corner

  2. Click the +Add Relationship button

  3. Select any task from the drop-down menu

  4. A new table will be created for your linked tasks!

Note: If you already have tasks linked, then you can go straight to the Tasks Relationships table and click the Add Task button below the table.

Display Linked Tasks in List view

You can display your related tasks as a column in List view to quickly peek at existing Relationships and add tasks from.

  1. Click on the + in the top right corner (see video below)

  2. Select Linked Tasks from the menu

  3. A new column will appear and show the count of linked tasks

Gif of someone adding a 'linked tasks' column in List view.

Note: Clicking on a task count will bring up the Relationship modal. Here, you can add and edit related tasks.

Adding Rollup Fields

Rollup Fields allow you to pull field data from your tasks in the Task Relationship.

To learn more, visit the Rollup Field Relationships article.

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