Add relationship columns to tasks

Estamos trabalhando na tradução dos nossos artigos da central de ajuda. Você também pode acessar nossa central de ajuda em inglês ou entrar em contato conosco para dar um feedback.

Relationship columns (formerly Rollup fields) display task fields from related tasks.

What you'll need

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

Relationship types

All standard task fields can be added as relationship columns for:

  • Dependency relationships
  • Linked tasks relationships
  • Tasks Custom Field
  • Custom Relationships, including Any task in the Workspace and List to List relationships.

Only List to List relationships support using Custom Fields as relationship columns.

See relationship columns in tasks

Task view 3.0 has introduced major UI updates for relationship columns! Click the following tabs to see instructions for viewing relationship columns in each version of task view.

  • Tasks with one or more relationships display all relationships in the lower-left corner.

    Different categories of relationships are separated into tables, and rollup fields can be added to include relevant details from the related task.

    Screenshot of relationship table columns in Task view 2.0.

  • To see relationship columns in Task view 3.0:

    1. Open a task that has an active relationship.
    2. To the left of the Activity section, click one of the relationships icons to see tasks with that specific type of relationship (blocking, waiting on, linked, or custom).
      • Alternatively, click one of the relationship types on the left above the task description.
    3. On the right, you can add or edit columns for each relationship table.

    Screenshot of relationship table columns in Task view 3.0.

Add a relationship column in task view

Add new relationship columns from task view! Click the following tabs to see the instructions for each version of task view.

Relationship columns are called rollup fields in Task view 2.0.

  • To add a relationship rollup field in Task view 2.0:

    1. Open a task.
    2. Scroll down to the Relationships section in the lower-left.
    3. Hover over the type of relationship you want to add.
    4. In the upper-right of the table, click the plus icon.
      Screenshot of someone adding a relationship column to Task view 2.0.
    5. Select the rollup field you want to add.

      If the field supports it, you can have it calculate the sum, average, or range by hovering over the column and clicking Calculate at the bottom.

    6. Click Add.   
  • To add a relationship column in Task view 3.0:

    1. Open a task with existing relationships.
    2. To the left of the Activity section, click one of the relationship icons.
    3. To the right of the relationship table, click the + icon.
    4. Select the columns you want to add.

      If the field supports it, you can have it calculate the sum, average, or range by hovering over the column and clicking Calculate at the bottom.

    5. Click Add.  
      Screenshot of someone adding a relationship column to Task view 3.0.

If you don't see the Custom Field you're looking for in the column options, you'll need to create a Custom Relationship using the tasks from a specific List option.

 

Esse artigo foi útil?