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Relationships allow you to relate tasks to each other. With Custom Relationships, you have additional control and flexibility when linking tasks.

What you'll need

• Custom Relationships are available on every plan.
• A Workspace owner or admin must enable the Custom Relationships ClickApp.
• If you want to go back to the old version using Dependencies, you can turn off the ClickApp without losing any of your relationship links. While we do keep the data, you will not be able to access any of the new fields unless the feature is enabled again.
• Guests cannot create Custom Relationships. Guests with edit or full permissions can remove existing Custom Relationships.

Task view 3.0 is currently in beta. Join the 3.0 waitlist.

Custom Relationship types

There are two options when creating Custom Relationships:

• Any task in your Workspace: Relate two tasks, regardless of location. Both tasks will be displayed in the same relationship table with the same columns. You cannot create columns from Custom Fields using this method.
• Tasks from a specific List: Relate two Lists together, then link tasks from either List to each other. When creating this type of Custom Relationship, Tasks in Multiple Lists can only be linked if you've related their home Lists. Subtasks cannot be linked this way. You can create relationship columns from Custom Fields using this method.

Create a Custom Relationship

Create unique Custom Relationships.

Task view 3.0 has introduced a new UI for creating Custom Relationships! Click the following tabs to see the instructions for each Task view version.

• To create a Custom Relationship in Task view 2.0:

  1. Ensure the Relationships ClickApp is enabled.
  2. Open a task.
  3. At the top, click the ellipsis ... icon.
  4. Select Relationships.
  5. Select + Create Relationship from the drop-down menu.
  6. Name the Custom Relationship.
  7. Select which type of Custom Relationship you want to use.
     

     If you select "Any task in the Workspace" and the Relationships ClickApp is disabled in the future, the Custom Relationship will automatically become a Custom Field.

  8. Choose to create rollup fields. Rollup fields allow you to show information about the linked task in the Custom Relationship table. Rollup fields can also be added later.
  9. Click Create.

• In Task view 3.0, there are two ways to create Custom Relationships.

  Using the Create Relationship tab:

  1. Open a task.
  2. To the left of the Activity section, click the plus icon.
  3. On the right, click Custom.
  4. Name the Custom Relationship.
  5. Select which type of Custom Relationship you want to use.
  6. Check the Create rollup fields checkbox to create columns from that List's fields. When linking task Lists, this includes Custom Fields. Rollup fields can also be added later.
  7. Click Create.

  From the ellipsis ... menu:

  1. Ensure the Relationships ClickApp is enabled.
  2. Open a task.
  3. In the upper-right, click the ellipsis ... to open the Task settings menu.
  4. Click Relationships.
  5. Select + Create Relationship.
  6. Name the Custom Relationship.
  7. Select which type of Custom Relationship you want to use.
  8. Check the create rollup fields checkbox to create columns from that List's fields. When linking task Lists, this includes Custom Fields. Rollup fields can also be added later.
  9. Click Create.

You can create and manage relationships from List view.

Link tasks using a Custom Relationship

Once you've created a Custom Relationship, you can start linking tasks.

Click the following tabs to see the instructions for each Task view version.

• To link tasks in Task view 2.0:

  1. Open a task.
  2. Scroll down to the Relationships section in the lower-left of your task.
  3. Hover over the Custom Relationship and click + Add.
  4. Search or browse for a task.

• To link tasks in Task view 3.0:

  1. Open a task.
  2. To the left of the Activity section, click the Custom Relationship icon.
  3. On the right, select the Custom Relationship.
  4. Search or browse for a task.

When you navigate to the linked task, the task you created the Custom Relationship from will appear in its Linked Tasks tab. 

When using a List to List relationship, the relationship will only be visible in one of the Lists. 

Rename Custom Relationships

Task view 3.0 has also introduced a new way to rename Custom Relationships. Click the following tabs to see the instructions for each version of Task view.

• When adding a task to Custom Relationship that's linked to a specific List, a table is automatically added to all tasks in both Lists. You can rename each table independently without affecting the other.

  To rename a Custom Relationship in Task view 2.0:

  1. Open a task.
  2. Scroll down to the Relationships section in the lower-left corner.
  3. Hover over the Custom Relationship you want to rename and click the ellipsis ... icon.
  4. Select Rename.
  5. Rename the Custom Relationship and press enter or return.

• When adding a task to Custom Relationship that's linked to a specific List, a table is automatically added to all tasks in both Lists. You can rename each table independently without affecting the other.

  To rename a Custom Relationship:

  1. Open a task that has a task linked via Custom Relationship.
  • The next step is unavailable unless one or more tasks have been linked to a Custom Relationship.
• To the left of the Activity section, click the Custom Relationships icon.
• To the right of the Custom Relationship table, click the ellipsis ... icon next to the Custom Relationship you want to edit.
• Select Rename.
• Rename the Custom Relationship and press enter or return.

Aggiornato 15 giugno 2023 01:49