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Manage linked items from the workspace item panel

Use the linked items panel to review related tasks, forms and reports, and navigate directly to the correct workspace views.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the linked items panel for a workspace item​

From the workspace item view, locate the linked items panel showing sections for related tasks, forms, reports and permits, along with a count of items in each group.

Open the linked items panel for a workspace item

Step 2: Review resolved labels and item counts​

Check that each section lists linked items with clear labels instead of internal IDs, and verify the count for each group to understand how many related records exist.

Review resolved labels and item counts

Step 3: Navigate to a linked item​

Select a linked item entry to open its detailed view in the appropriate workspace route, using the browser navigation to return if required.

Navigate to a linked item

Step 4: Open the target list view for a group​

Click a group header or configured link within the panel to move to the full list or board view for that category, filtered to the relevant project where applicable.

Open the target list view for a group

Step 5: Add a new linked item when a group is empty​

When a section has no linked items, use the inline link or add action provided in the panel to create or attach a new related item directly from this workspace item.

Add a new linked item when a group is empty

Step 6: Distinguish between required and issued permits​

In the permits section, review the separate indicators for permits required versus permits issued so you can clearly see which permits are still outstanding.

Distinguish between required and issued permits

Last updated: 2026-07-31