Add existing goals, findings, devices, projects, opportunities and tickets, then save the relationships.
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.
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.
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.
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.
Search compliance runs by name or date. The date and Latest marker show below the name. Shown in MSPortal Demo.
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.
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.
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.
Where do I link an existing record to planned work?
Open the item, choose Relationships > Add, pick the type, select records, click Done, then Save.
Does Done save the relationships?
No. The item’s Save button does.
Can I select several records at once?
Yes. The footer shows the selected count.
How do I link checks from the latest compliance run?
Open Compliance run and choose the first run marked Latest. Confirm its name and date in the table, select the checks, click Done and save the item. The picker starts on All runs, so older assignments are still there.
Can I select a compliance assignment that is linked elsewhere?
Yes. Linked to another Planner item only describes the assignment.
Does linking a compliance check create or fix it?
No. It links an existing assignment. Answers and fixes happen in Compliance.
Does removing a relationship delete the original record?
No. Only this item’s link is removed.
Can linking a device change the planned costs?
Yes. Linked device standard prices can add or remove managed cost rows. Check Costs before you save.
