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Navigate linked items from a workspace item

Use the linked items panel to see related tasks, forms and reports for a workspace item and open them directly from the item view.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open a workspace item with linked items​

From your project workspace, open any item that has related tasks, forms or reports to display the linked items panel in the item view.

Open a workspace item with linked items

Step 2: Review linked item groups and counts​

In the linked items panel, review each group (such as linked tasks, forms and reports) and check the count next to each heading to understand how many related records exist.

Review linked item groups and counts

Step 3: Open a linked item in its own view​

Select a specific linked task, form or report in the panel to navigate directly to its dedicated page in the workspace.

Open a linked item in its own view

When a group has no linked items, use the inline link or add option shown in the panel to start adding or linking new related records for that workspace item.

Use inline link or add options when a group is empty

Step 5: Differentiate required versus issued permits​

In permit-related groups, check the labels to clearly distinguish between permits that are required and permits that have already been issued for the item.

Differentiate required versus issued permits

Last updated: 2026-07-31