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Link the goals, compliance checks, Secure Score findings, devices, projects, opportunities and tickets that explain why a Planner item exists. This guide is for MSP staff. Company users read links in Open records linked to Planner work.

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Before you start

  • You need Write Planner or Manage Planner, plus access to the records you want to link.
  • The item needs a Company. Pickers search that company’s records.
  • Relationships save with the item’s Save button. Closing a picker does not save them.

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Add existing records

1

Open the Planner item

Click the item’s title in List View or on the timeline, and confirm its company.
2

Open the Add menu

Scroll to Relationships on the left side and click Add.
3

Choose a record type

Pick Link to Goal, Link to Compliance Check, Link to Secure Score Finding, Link to Device, Link to Project, Link to Opportunity or Link to Ticket.
4

Search and select

Search the picker and click each record that belongs to the item. You can select more than one. The footer shows the selected count. Clicking a selected row again does not remove it or add a duplicate.
5

Click Done

Done closes the picker. The records are now in the form.
6

Review costs if you linked devices

Linked device standard prices can add or remove managed cost rows. Check the Costs section.
7

Click Save

Click Save on the item, then reopen it to confirm the links.
Planner Relationships section showing a linked goal and compliance assignment with remove controls.

Saved goal and compliance relationships. Use a row's remove button to take a link off before you save.

Done does not save the item. To abandon every unsaved change, close the item and choose Discard. The device, project, opportunity and ticket pickers show a limited set of rows. Type a more specific name or number to find more. They have no next-page button.

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Suggest matching devices

Use Suggest devices when the work covers a group of devices, such as replacing old laptops or renewing expiring warranties.
  1. Open the Planner item and confirm its Company and Due Date.
  2. In Relationships, choose Add > Suggest devices.
  3. Set one or more conditions. All conditions must match; within one condition, any value matches.
    • Device type and Manufacturer list this company’s values with device counts.
    • Operating system contains and Model contains match part of the name, for example “Windows 10” or “Latitude”.
    • At least this many years old counts from each device’s purchase date, or from its warranty start date when no purchase date is recorded.
    • Checked in within (days) keeps only devices seen recently. Leave it blank to include devices that have gone quiet.
    • Warranty ends before the due date compares warranty end dates with the item’s due date, or with today when the item has no due date.
  4. Review the matching devices. All are selected; clear any you don’t want. Devices already linked to the item are marked Linked.
  5. Choose Link N devices to add the selected devices to the item, then review Costs and choose Save.
Suggestions only include the item company’s devices, never another company’s, and skip devices archived by device cleanup. An item links at most 1,000 devices; narrow the conditions if more match.

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Keep devices linked automatically

Turn on Keep linked automatically in Suggest devices when the item should always cover the devices that match, for example every laptop whose warranty ends before the due date.
  • Choose Keep N devices linked, then Save the item. The item’s device links become exactly the matching devices. Linked devices that don’t match are unlinked; the dialog says how many before you confirm.
  • MSPortal re-checks the conditions every hour. Newly synced devices that match are linked, and devices that stop matching (a renewed warranty, a changed type, an archived device) are unlinked. Device price rows in Costs follow the links.
  • While it is on, Relationships shows the conditions notice, and devices can’t be added or removed one by one. Choose Edit device conditions to change them, or Stop keeping linked and Save to return to manual links. Stopping keeps the current links.
  • Items managed by Standards or by an automation rule keep their own device management, so the switch is unavailable for them. Archived, Completed and Cancelled items are not refreshed.
Link to Compliance Check opens Select Compliance Assignment. It selects an existing assignment for the item’s company. It does not create a compliance check.
1

Open the picker

Click Add > Link to Compliance Check.
2

Filter by run (optional)

Open Compliance run and search by run name or date. Runs show newest first and the newest run with checks is marked Latest. Pick a run to see only its assignments. Click Load more runs for older runs, or clear the choice to return to All runs.
Compliance picker with a searchable run filter, run names and dates, and the newest run marked Latest.

Search compliance runs by name or date. The date and Latest marker show below the name. Shown in MSPortal Demo.

Selected compliance run on a phone showing its date and Latest marker before the run name.

The selected run keeps its date and Latest marker visible at phone width.

3

Search and filter

Search matches the title, company, device, location, answer text or run name. Filter by answer narrows the answers shown. Filter by Planner association offers All, Unassociated and Linked to another Planner item.
4

Check each row

Read the run name and date, Assigned To, Due Date, answer or status and flag before selecting. The same check can have several assignments, so the title alone may not identify the right one.
5

Select, click Done and Save

Your selections stay when you change pages or filters. Click Next and Previous to move through pages.
Unassociated means the assignment has no saved Planner links. Linked to another Planner item means it is linked to a different item. You can still select it for this item. An unsaved choice in the current form does not yet count as a saved link. To link checks automatically from a template, see Create Planner items for multiple companies.

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Remove a relationship

1

Open the item

Open the Planner item and scroll to Relationships.
2

Click the remove button

Click the cross beside the record.
3

Click Save

The link comes off this item. The goal, finding, device, project, opportunity or ticket itself is not deleted.
To undo a removal before saving, close the item and choose Discard. Removing a device link can also change managed device-price rows, so review Costs first. Cork Vulnerabilities, Cork Endpoints and Cork Compliance Events show information only and have no remove button.

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Create a PSA opportunity

Add links something that already exists. Create makes a new opportunity in your PSA.
1

Check the details first

Make sure the item’s title, description, public Notes, due date and estimates are correct. They go to the PSA.
2

Open the Create menu

Click Create in Relationships and choose Halo PSA Opportunity, ConnectWise Opportunity or Autotask Opportunity.
3

Click Save

The opportunity is created in the PSA right away and added to the form. Click Save to keep the Planner link.
Create appears only when the company is linked to Halo, ConnectWise or Autotask and the item has no opportunity yet. Closing the Planner form does not undo an opportunity that was already created. If an error leaves the result unclear, check your PSA before you try again.

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Troubleshooting

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Frequently asked questions

No. The item’s Save button does.
Yes. The footer shows the selected count.
Yes. Linked to another Planner item only describes the assignment.
No. It links an existing assignment. Answers and fixes happen in Compliance.
No. Only this item’s link is removed.
Yes. Linked device standard prices can add or remove managed cost rows. Check Costs before you save.
No. Creation finishes separately in the PSA.