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View and manage linked entities for an event

Review all entities linked to an event, open their details, and remove links that are no longer needed.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the linked entities panel​

Navigate to the event and scroll to the linked entities section. If any entities are linked, they will be listed; if not, you will see a message indicating that there are no linked entities.

Open the linked entities panel

Step 2: Review linked entities by type​

Observe that linked entities are grouped by type (for example, sites, projects, or documents) with a label and icon for each group, making it easy to see what is associated with the event.

Review linked entities by type

Step 3: Open a linked entity from the list​

Select a linked entity item to navigate to its detailed view. The system opens the relevant page so you can review or update its information.

Open a linked entity from the list

Step 4: Use compact chips to navigate quickly​

When the compact view is enabled, click any linked entity chip to jump directly to that entity’s details without expanding a full list.

Use compact chips to navigate quickly

Step 5: Access more options for a linked entity​

Open the context menu (for example, via a more options button) next to a linked entity to reveal available actions such as navigating to the entity or removing the link.

Access more options for a linked entity

Choose the remove option for a linked entity to detach it from the event. The entity itself remains in the system, but it will no longer appear in the event’s linked entities list.

Remove an entity link from the event

Last updated: 2026-02-09