Task–Entity Linking
Connect planning tasks directly to canvas entities. Linked entities show a task badge on the canvas — click it to open the associated task instantly.
Task–Entity Linking connects the planning workflow to the design canvas. A task can be linked to one or more entities — for example, a "Install north lawn" task linked to the lawn area entity on the canvas.
Linked entities display a small task badge icon on the canvas. Clicking the badge jumps to the linked task in the Planning panel. This makes it easy to track installation progress by phase — team members in the field can check off tasks while seeing exactly which design elements correspond to each task.
Open a task and add a linked entity
To link a task to an entity:
1. Open the task in the Task Detail dialog — click the task card in the Kanban, Gantt, or Calendar view 2. Scroll to the Linked Entities section in the dialog 3. Click + Add Link 4. The dialog minimizes and the canvas becomes active 5. Click one or more entities on the canvas to link them 6. Click Done (or press Escape) to return to the Task Detail dialog
The linked entities appear as a list in the Linked Entities section. Each linked entity shows its name and a small thumbnail.
Use Shift+click to select multiple entities on the canvas in one link action — all selected entities are linked to the task at once.
Recognize task badges on the canvas
Entities that are linked to one or more tasks display a small task badge in the top-right corner of the entity's selection bounds on the canvas. The badge shows:
- A small task icon
- A number indicating how many tasks are linked to that entity (if more than one)
Task badges are visible in both 2D and 3D views. They are shown at normal zoom levels and hidden at very small zoom levels to avoid clutter.
Click a task badge to open the linked task
Click the task badge on any entity on the canvas to open the associated task:
- If the entity has one linked task, the Task Detail dialog opens directly for that task
- If the entity has multiple linked tasks, a small popover lists all linked tasks — click one to open its Task Detail dialog
This provides quick navigation from the design canvas to the relevant planning task without switching views manually.
During a site visit, open the project on a device and click task badges on entities to quickly update task statuses as work is completed — drag the card to Done in the Task Detail dialog.
Remove a linked entity
To remove an entity link from a task:
1. Open the Task Detail dialog 2. In the Linked Entities section, find the entity you want to remove 3. Click the × icon next to the entity name
The link is removed. The task badge on the canvas entity is updated — if it was the only linked task, the badge disappears. The entity itself is not affected.
Navigate the canvas from a linked-object chip
Click the object name on any chip in the Linked Drawing Objects section (the part with the open-in icon) to pan and zoom the canvas to that object. If the object lives on a different drawing page from the one currently open, the page switches automatically before the camera moves. Use this during site visits or contractor walk-throughs to jump from task to task and review each linked element in context.
During a site visit, open the project on a laptop and work through your task list. Click each chip to navigate straight to the relevant area of the design, then update the task status directly from the same dialog.
Remove a link
To remove a linked object, click the × icon on its chip in the Linked Drawing Objects section. The link is deleted immediately; the object on the canvas is not affected, and the task continues to exist with all other fields unchanged. You can re-add the link at any time using the Link Object button.
Task–Entity Linking is especially powerful for phased projects. Create one task per phase — for example, "Phase 1: Hard Landscaping" — and link it to every hardscape object in that phase. You get a single click-through checklist that doubles as a navigation guide for the contractor briefing.
Links are project-wide and can cross drawing pages. A single task such as "Install boundary fence" can be linked to fence segments scattered across multiple pages, and clicking each chip will take you straight there regardless of which page is currently open.
Frequently Asked Questions
Can the same entity be linked to more than one task?
Yes. An entity can appear in multiple tasks — for example, a planting bed might be linked to both a "Prepare ground" task and a "Planting installation" task. The picker only prevents you from linking the same entity to the same task twice.
Can I link entities from a different drawing page than the one currently open?
Yes. The entity picker lists objects from all drawing pages in the project in a single searchable list — each row shows its page beneath the name. When you later click a linked-object chip to navigate, the app switches to the correct page automatically.
What happens to a chip when the linked object is deleted from the canvas?
The chip remains in the Linked Drawing Objects section but is marked as no longer available and is no longer clickable. Remove stale chips by clicking the × on each one. The task itself is not affected.
Is there a badge on the canvas showing which objects have linked tasks?
Not at this time. Task links are shown only inside the Task dialog as chips. To see which tasks are linked to a given object, open each task in the Planning panel and look at its Linked Drawing Objects section.
How many objects can I link to a single task?
There is no limit. A task can be linked to as many drawing objects as you need, across any number of drawing pages.