View and manage related events
Use the Related Events panel to review events linked to a specific record and quickly add new ones.
This guide is designed for project manager.
Steps
Step 1: Open the record with related events
Navigate to the relevant item (such as a workspace item or other project entity) and open its details view where the Related Events panel is displayed.
Step 2: Review the list of related events
In the Related Events panel, check the list of events associated with the current item; the header shows the total number of related events and each card displays key event details.
Step 3: Check if more events are available
If the number of events exceeds the maximum shown, note that only the most recent items are displayed; use any available navigation or alternative views in the application to access the full event history if needed.
Step 4: Open an individual event
Select an event card to view its full details in the main event view, where you can see complete information and any associated actions.
Step 5: Add a new related event
Click the Add button in the Related Events header to open the quick add event form; complete the required details and save to create a new event automatically linked to the current item.
Step 6: Refresh the related events list
After adding or updating events elsewhere, refresh the Related Events panel (if a refresh control is available) to ensure the latest events are shown in the list.
Related Tasks
Last updated: 2026-02-09