Linkages

Linkages are the connections between Items on the Plan Hierarchy. 

Linkages are created when a Plan Editor links one Item to another within the Plan Hierarchy page. 

In order to be linked within a Plan Hierarchy, an Item must be created within the Plan itself or dragged and dropped into the Plan from the Unlinked list. These Unlinked Items were previously created by teammates who selected to have the Item support that particular Plan. 

Item Linkages Page

The Linkages tab visualizes how an Item is related to other Items that have been connected in a Plan (often within a strategic framework). This page provides Item Owners and Participants with the context they need to understand how their work is connected cross-functionally in the organization. 

Item Owners and Participants can add or remove the connection between their Item and Plans from this page by selecting the Edit Plans button on the page. 

Plans can be added by searching for the name in the typeahead that appears:

Note: Once a new Plan is connected to an Item, the Item will appear in the Unlinked list of that Plan Hierarchy tab. Only the Plan Owner and Editors can link that Item within the Plan.

Plans can be removed from Items by selecting the X next to the Plan name in the field. 

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