Linking Items

Any Object (Item or Area) can be linked to one or more other Objects and the links will appear on both Objects that have been related.  

The link can be given a description to explain what relationship exists between the Objects for other users.

The link may be used to navigate from one Object to the other and vice versa.

You can make a link between two existing Objects or create a new Item as part of the process.

To establish a link to an Item navigate to the Items list in a Project and open the edit dialogue for one of the Items you wish to relate. In this dialogue select the tab with the two interlinked ovals.

This will display any existing links and give you the opportunity to create a new one by clicking on the Plus icon above the heading Title.

When you do so you will be asked if you wish to create a new item or link to an existing Object.
 

If you select Create New you will be presented with a dialogue allowing you to select the type of Item you wish to create

Select the Item Type, give the new Item a Title and add a description to the link and you will be presented with the dialogue which allows you to complete creating the new Item. Both the existing Object and the new Item will have the link displayed.

Otherwise you will be asked to select the Object to which you wish to link.

This allows you to locate the Object to which you wish to link the Item that is in the edit dialogue.  You can narrow down your search by identifying the Item Type to reduce the length of the drop down list of potential Items.  Select the Object and give the link a description.

Save the link and it will appear in the links tab on both Objects.

The process is the same for other Objects.