Task–Entity Linking
Attach planning tasks directly to drawing objects and jump to any linked element in one click.
Task–Entity Linking lets you connect a planning task to one or more objects on the canvas — for example, an "Install north lawn" task linked to the lawn-area entity, or a "Build boundary fence" task linked to every fence segment across multiple drawing pages. Linked objects appear as clickable chips in the Linked Drawing Objects section of the Task dialog; clicking a chip pans and zooms the canvas to that object, switching drawing pages automatically if needed. This lets you move between the planning panel and the actual design during site visits or contractor briefings, without having to search for the relevant element by hand.
Open a task
In the Tasks workspace, open any view — Kanban, List, Gantt, or Calendar — and click a task to open the Task dialog. The dialog shows all task fields: title, status, priority, dates, dependencies, and the Linked Drawing Objects section at the bottom. New tasks can also be created here using the New Task button in the workspace header.
Click Link Object to open the entity picker
In the Task dialog, scroll to the Linked Drawing Objects section and click Link Object. The entity picker opens as a small panel directly below the button. It loads an index of drawing objects in your project — across all drawing pages — into a single searchable list.
Search for the object
Type in Search objects… to filter by object name or type. Each row identifies the object and its page/type. The current project index can load asynchronously; resolve an error before choosing a result. Objects already linked are excluded.
Select an object to link it
Choose a result to add the link to the task draft. Repeat as needed, then Save. Cancelling the task dialog leaves these draft link changes unapplied.
Navigate the canvas from a linked-object chip
Click the name on a linked-object chip to navigate to that object and the related Tasks information. Navigation can switch drawing pages. If the task has unsaved changes, respond to the discard/keep-editing prompt first.
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
Use the remove control on a link chip, then Save to commit. The drawing object is not deleted. A locked object cannot be unlinked through this control. Cancel leaves draft removals unapplied; saving also cleans up links to objects that no longer exist. Existing links to live groups or wizard-created objects are retained. Deleting those objects removes their task links; Undo restores them. Ungrouping moves links to the containing group or, for a top-level group, its objects and child groups.
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?
A missing object can leave a non-navigable chip until the task is saved. Saving cleans up links to removed objects; the task itself is not deleted.
Is there a badge on the canvas showing which objects have linked tasks?
Select an object and open the Inspector’s Tasks view, when available, to inspect its linked tasks. The task dialog also lists the linked objects as chips.
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.