Relate an inbox conversation to an existing card to keep the email alongside the work it supports. Use this when a card already exists and you want to connect a conversation to it.
If you need a new card instead, see How to Manually Create a Card From an Inbox Conversation.
Relate a Conversation to an Existing Card
Review visibility before linking. The Linking Cards. message states that the conversation will become visible to anyone in your organization and viewable from the attached card’s Related tab. Only continue if that visibility is appropriate for the conversation.
- Open the conversation in your inbox.
- Open Details on the right.
- Scroll to the Cards section.
- Select the plus icon. If the Linking Cards. message appears, review the visibility notice. Select PROCEED only if you intend to continue; otherwise, close the message with its X.
- Choose the existing card you want to relate.
Check that the selected card appears in the conversation’s Cards section.
Remove a Card Relationship
Use these steps if the conversation is related to the wrong card or the relationship is no longer needed.
- Open the conversation and its details panel on the right.
- Scroll to the Cards section.
- Hover over the card you want to unrelate, then select the X on that card.
Check that the card is no longer listed in the conversation’s Cards section. To relate the conversation to a different card, use the plus icon and select the correct card.