IN THIS GUIDE, LEARN HOW TO:1. Define the relationships between information that matters for your workflow
2. Create the right structure to connect and easily reference related information
3. Keep your information clean and reduce duplicate data entry
Option 1: Create a link between two existing tables
Once you have your linked record field created, clicking on the + will bring up the records of the linked table to select from. You can now link individual records together, relating this project to these action items, for example. This will create the relationship between those two specific records.
Option 2: Convert an existing field into a new linked table