View and navigate linked items from a workspace item
Use the linked items panel to review related tasks, forms and reports for a workspace item and open them in context.
This guide is designed for project manager.
Steps
Step 1: Open a workspace item with linked items
Navigate to a workspace item in your project to view its details; the linked items panel appears alongside the main item information, showing sections for related tasks, forms and reports.
Step 2: Review resolved linked item labels and counts
In each section of the panel, review the list of linked items; system IDs are automatically resolved into clear labels, and each section displays a count of how many items are linked.
Step 3: Navigate to a linked item
Select the name of a linked task, form or report in the panel to open its detailed view in a new route, allowing you to work on that specific item without losing your place in the project.
Step 4: Use the inline link or add option for empty groups
If a section of the panel has no linked items, use the inline Link/Add option shown there to start linking or creating related work so the item is properly connected within the project.
Step 5: Distinguish between required and issued permits
When reviewing permits in the panel, note that it clearly differentiates between permits required as part of your planning and permits actually issued, helping you track compliance accurately.
Related Tasks
Last updated: 2026-06-26