Our Relationships feature allows you to relate tasks to each other. Use List view to use Relationships without opening individual tasks!

Who can use it?

• Owners, admins, members, and guests

• Guests cannot add new Custom Relationships to List view

• Relationships in List view is available on all plans

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

Creating a new Relationship from List view

1. Open or create a new List view

2. Click on the + icon to add a field as a column to List View

3. Select Relationship to create a new Custom Relationship

   

4. Enter the details to create a Custom Relationship

5. Click Add Column

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

Adding an existing Relationship to List view

Two types of existing Custom Relationship can be added to List view:

1. Any task in your Workspace

2. List-to-List

Any task in your Workspace

1. Open or create a new List view

2. Click on the + icon to add a field as a column to List View

3. From the Create New Field section, select Custom Fields Library

4. Scroll down and expand the Relationships section

5. You'll see Custom Relationships that relate any tasks in your Workspace

6. Optional: Edit the Relationship or review the places where the Relationship is currently used

7. Click Use this field

Note: List-to-List Custom Relationships that are established between two specific Lists will not be shown in the Custom Fields library. They will appear in the list of available standard fields for the related Lists.

Tasks in a specific List

When a Custom Relationship is created that is linked to the List where you want to add a Relationship column to a List view, then you'll be able to select it from the available standard fields.

1. Open or create a new List view

2. Click on the + icon to add a field as a column to List View

3. Scroll down or search for the name of the Relationship

4. Select the Relationship

Once you've added the Relationship, you're ready to relate tasks!

Using the Relationship column

Click on the Relationship field to relate tasks without opening each one 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 field by clicking the + button

• Unlink a related task by hovering over it and clicking the x on the far right

Managing the Relationship column

Simply click on the column heading to access the column settings menu.

Options include:

• Sort the and move the column

• Insert columns to the left and right (creates a new Custom Field)

• Display as Names or a Count of related items

• Hide the Column

• Edit the Relationships Field

• Duplicate (creates a new Relationship)

• Delete (option to remove the relationship from this location or everywhere)

Edit a Relationship

1. Access the Edit from the column heading OR the Relationship ellipsis menu on a task:

2. Edit the field using the following options:

   1. Rename the Relationship

   2. Mark it is a required field

   3. Create rollup fields

   4. Delete the Field

3. Click Save

Note: When renaming a List-to-List Custom Relationship, it will update on each List separately. You can update both to match or keep the name of the Relationship different to help teams understand the Relationship from their unique perspective.

Actualización 22 de marzo de 2023 20:35