Linking a Workspace and an Item (Creating a Related Item Link)

Adding a related item link between a workspace and one (or more) items makes it easy to associate a workspace with any supporting documentation you might want your team members to have easy access to. To create a related item link, go to the workspace and link to either an existing item or a new item.

TO LINK A workspace to an ITEM:

In the workspace from which you want to create a link, click the Gear Menu and Link to New Item or Link to Existing Item.
Your next steps depend on whether you are creating a link to an existing item, or to a new item:
If you are creating a link to an existing item, navigate to that item, open the Item Details window, and complete the link.
If you are creating a link to a new item, the Relate to New Item window opens. Follow the instructions in Creating a Related Item Link to a New Item for more details.

Notes:

Items that are related to a workspace appear in the Related Items section of the Workspace Profile view. A related item icon also displays on the Projects tab if you are using a custom view that includes the Related Items column. For more information on custom views, see Customizing Application Views.
Cross-workspace related items are not saved in templates. Related items within the same workspace are saved in a template.