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Add Related Items

  1. On the Relationships tab, click Add.

  2. To add existing items, do one of the following:

    • Type the first few characters of an item in the Search box to filter the list.
    • SHIFT+click to select a range of items.
    • CTRL+click to select multiple items.
  3. To create and add new items:

    1. Click Create New Item.
    2. Select the workspace where you want to add the new item.
    3. Enter details about the item.
    4. Click Save & Close, or to create another item, click Save & New.
  4. Click Add to return to the Relationship tab.

  5. From the Direction Type drop-down menu, select each item's direction: Uni-Directional or Bi-Directional.

  6. Optionally enter a Description for each item.

  7. Click Save & Exit.

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