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Link an entity using search

Use a searchable dropdown to find and link an existing item (such as a document, project or report) to your event or record.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the entity search dropdown​

Locate the entity search field in your event or record and select it to open the dropdown list of linkable items.

Open the entity search dropdown

Step 2: View recent items​

When the dropdown opens, review the list of recent or suggested items that are automatically displayed based on the selected entity type.

View recent items

Step 3: Search for a specific entity​

Start typing a name, reference, or title into the search box to filter the list; matching entities will be shown as you type.

Search for a specific entity

Choose the correct entity from the filtered results; the field will update to show your selection as the linked item.

Select the entity to link

Step 5: Clear or change the linked entity​

If you need to remove or change the link, use the clear option in the field, then repeat the search and selection steps to pick a different entity.

Clear or change the linked entity

Last updated: 2026-02-09