<< Click to Display Table of Contents >> Navigation:  »No topics above this level« Associated Items

Link items, tasks, documents, and more to a Parent item to give a comprehensive view of all related work and activity for that item.

 

Crow Canyon Associated Items for SharePoint can be used to:

•        track tasks related to a high-level project or ticket

•        track items added to a purchase order system

•        track associated documents for any type of record (legal, employee, request, etc)

•        track hours worked on a project for multiple employees

•track appointments related to a project or support ticket

•        many other uses.

Keeping high-level (Parent) items in one list, while tracking detailed (Child) items in another list makes task and project management a breeze. In addition, the Associated Items Summary field allows for summarizing a count or adding up a number from each of the Child items, providing data such as the total cost of a purchase request or the total hours worked on a project.

Associated Items allows users to add new items to a Child list through the Edit and Display mode of the Parent item.