Linking (Relating) an Existing Item to a New Item

You can link an existing application item to a new item, creating the new item at the same time you establish the link.

Note: When linking an existing item to a new item, you must create the new item in the same workspace as the existing item. You cannot link to a new item in a different workspace. This means that you may see different options, depending on what workspace the existing item belongs to.

TO LINK an existing item TO A NEW ITEM:

Open the Item Details window for the first item you want to link.
In the Item Details window, click the Actions tab and choose Relate to New Item from the Actions list. A Create New Related Item window displays.
Select the type of new item you want to create and click Next Step.
Note: The item types you can choose from may differ from those shown above. If your organization uses dynamic applications, you may see item types for those applications as well.
Create the new item. The item type you selected affects the steps you follow when creating the new item.

For more information about creating a new item, see the help topic related to creating the specific item type you chose:
Adding a Task, Creating a Discussion, Adding a Document, Creating a Poll, Adding an Issue, Creating a News Item, and Adding an Appointment.