Review and manage linked items for an event
Review all items linked to an event, open them in context, and remove links that are no longer needed.
This guide is designed for project manager.
Steps
Step 1: View linked items for the event
Open the event details and scroll to the linked items section to see a list of everything currently connected to this event, grouped by item type where applicable.
Step 2: Understand item types and relationships
For each linked item, review the type label, icon, and relationship text so you can quickly understand how that item relates to the event (for example, as a dependency or related record).
Step 3: Open a linked item
Select a linked item row or chip to navigate to that item and view its full details in the relevant part of the system.
Step 4: Use compact view of linked items
Where a compact view is shown, use the small rounded chips to scan links at a glance and click any chip to open the underlying item without leaving your current context for long.
Step 5: Work with grouped links by type
When grouping is enabled, review each group header to focus on a particular entity type (such as documents or related events) and then act on the items listed within that group.
Step 6: Remove a link that is no longer needed
Use the options menu next to a linked item (if available) to remove the link so the event only shows the items that are still relevant.
Step 7: Recognise when no linked items exist
When the linked items section shows "No linked items", understand that nothing has been attached to this event yet and decide whether you need to add related records elsewhere in the system.
Last updated: 2026-08-12