Linked Items, Key Dates, & Milestones with Sub-items
Available on the following plans:
Business
Professional
Enterprise
Linked Items & Sub-items
While Sub-items allow you to easily show the parent & child relationship between two items on your roadmap, Linked Items can help to provide full visibility of the relationships and restrictions between items and sub-items across multiple roadmaps. Any sub-item is able to have links between itself and other non-parent items on the same roadmap, as well as on other existing roadmaps. Additionally, the sub-item will display a badge that shows the number of Linked Items it has when viewing it in both the Items Table view and on the roadmap.
While this functionality is standard, there are a few limitations that users should be aware of when working with Linked Items & Sub-Items:
All Linked Items types can be added to Sub-items and Standalone Items.
At this time, Parent items can only support the Relates To Linked Item type. As a reminder, Parent item dates will automatically update & move to reflect changes made by Linked Items to any child item dates.
Linked Items on Sub-items will display a line on Timeline if standalone Sub-items has been toggled on. To read more about standalone Sub-items, click here.
Linked Items can be added to Sub-items with or without dates. If there are no dates for your Sub-items, Relates To will be the Linked Item type available. To read more on Linked Items, click here.
Key Dates & Sub-items
Sub-items provide users with the ability to break down major initiatives into smaller, more manageable pieces and groups; however, Key Dates allow you to show another level of detail by defining key phases, dates or deliverables of both item and sub-items. In the Timeline view, key dates for the parent item are visible on the roadmap while all other dates are limited to visibility within their respective item cards.
While Key Dates are a standard feature for all users, there are some limitations and potential roadblocks which users should be aware of when working with Key Dates & Sub-Items:
Key Dates can only be visualized if the item or sub-item using them has dates. Items that are using a bucket time instead of a standard time period are unable to use Key Dates. Any items or sub-items that are moved into bucketed time will have their Key Dates removed - this cannot be undone.
Key Dates are unavailable on the Swimlane view for both parent and child items.
For more information on how to use Key Dates in your roadmap, click here.
Milestones & Sub-items
While Milestones can be used on roadmaps that have Sub-items, they are unable to interact with this feature in the way that other existing items would. Given that Milestones are fixed indicators which spotlight your organization's goals or deadlines on a roadmap, they cannot have sub-items, linked items, or key dates assigned to them and must be created solely a standalone indicator of major events or milestones.
For more information on how to use Milestones in your roadmap, click here.