See everything related to a record

One panel lists everything that points at a card, a request, a suite, a monitor, a role, a candidate, a note or a plan item, each with its live state.

In short

Related is one panel that lists everything pointing at a record, each with its live state. The record can be a card, a request, a suite, a monitor, a role, a candidate, a note or a plan item. What needs you comes first.

Before you start

• Who: anyone signed in. Related lists only records you can open yourself.
• Plan: none.
• First: open a card, request, suite, monitor, role, candidate, note or plan item.

Open Related

1. On a card, choose its "Related" tab.
2. On a saved request, a suite, a role, a UI test or a note, press "Related" in the title row - it shows how many records point here. On a phone it is in the … menu.
3. On a monitor, a candidate or a plan item, Related is at the end of its sheet.
4. Select a row to open it.

What it shows

Connections map

1. In Related, switch from "List" to "Map". The map draws the record in the middle and what connects to it around it, with a legend for each kind of record.
2. Choose how far out to look - one, two or three steps.
3. Select a record to centre the map on it. The breadcrumb above the map takes you back the way you came, and the link keeps the record you centred on.
4. Press "Open" to go to the selected record.

• Keyboard: the arrow keys move between records, Enter centres on the selected one, O opens it, + and - zoom, and 0 fits the whole map.
• When a record has more connections than the map draws, it says it stopped at its limit.
• On a phone, Related shows the list instead of the map.

Good to know

• Each row says how it relates and how it is doing - failing, overdue, needs review, open, passing or done.
• Related starts with the platform's suggestions about that record, if any.
• It lists only records you can open yourself, in the workspace in the header, from modules that are on there. Anything else is left out entirely - not even its title appears.

Related

• /help/home/activity
• /help/home/suggestions
• /help/notes/anchors