See and create Doc Relationships

Connect tasks and Docs with page links to create relationships between your content and work.

Relate Docs and pages to each other to create databases of internal knowledge and public solutions.

Mention and link tasks and Docs to reference information and action items.

View relationships from a Doc

To view relationships and references from a Doc:

  1. On the right, click the Relationships button.
  2. Select the Entire Doc tab.

The Page links section displays a count and list of items linked to specific pages in the Doc.

The References section displays a count and list of items where the Doc or pages have been mentioned.

Screenshot of the Relationships page for a Doc.

Add task and Doc relationships to pages

From the page of a Doc, you can relate tasks and Docs.

From the right sidebar:

  1. On the right, click the Relationships button.
  2. Under Page Links, click Add relationship.
  3. Search or browse recent tasks or Docs.
  4. Click a task or Doc to create a page link.

Screenshot of the Relationships tab on a page.

Display relationships on pages

You can choose where to display and interact with relationships from your page styles settings.

Mentions

Relate Docs, pages, and tasks to each other simply by mentioning them.

You can also manually copy and paste the internal link to pages and Docs.

These are both great ways to relate content and tasks inside your content, or in conversation on tasks and chat.

Copy the link to a page

To copy the link to a page:

  1. Click the page settings ellipsis.
  2. Select Copy link.
  3. Paste the link wherever you need it.

Copy the link to a Doc

  1. Click the Doc settings ellipsis.
  2. Select Copy link.
  3. Paste the link wherever you need it.

Using Automations

You can link the trigger task to Docs using Automations.

  1. Create an Automation.
  2. Use the Add Relationship Action.
  3. Click the Relationship type dropdown and select Link Doc.