Relations & Links
Relations connect any two documents in your workspace so you can build context between related work. External links let you attach URLs with auto-fetched metadata to any document.
Note: Task dependencies (blocking, sequencing, Finish-to-Start rules) are now a separate system from Relations. See Gantt & Dependencies for managing task dependencies.
Internal Relations
What is a Relation
A relation is a directed link from one document to another. It appears in the Relations panel on any document detail page. The main Relations panel lets you relate tasks, projects, lists, spaces, leads, deals, customers, contacts, organizations, and tickets to each other. Pages link to other documents through a separate Pages panel on the document detail page, not through the main Relations search.
Relation Type
Every relation has a Related type, meaning a general connection between two documents. Unlike task dependencies, document relations do not enforce blocking or scheduling behavior — they are purely informational cross-references.
Adding a Relation
Before you begin: You need write permission on the source document. Members, Editors, and Admins can create relations. Viewers see relations but cannot add them.
- Open any document in your workspace
- Locate the Relations panel on the detail page
- Click the search bar that reads “Search for tasks, lists, projects, spaces, or paste a URL…” (pages are not searchable here — use the Pages panel instead)
- Type the name of the document you want to link
- Click the matching result from the dropdown list
The relation is created immediately. Mosic shows a confirmation message. The linked document now appears in the Relations list.
Viewing Relations
The Relations panel has two tabs at the top:
- Relations — shows outgoing links you created from this document
- Back Relations — shows incoming links from other documents pointing to this one
The count next to each tab tells you how many links exist in each direction. If there are no outgoing relations but there are incoming ones, Mosic automatically switches to the Back Relations view.
Each relation card displays the target document title, type badge, status, and metadata such as assignees or due dates. Click a relation card to open the linked document.
Back Relations
Back Relations show you which documents link to the current one. When another document creates a relation pointing here, it appears under the Back Relations tab.
Auto-Generated Relations
Mosic creates relations automatically when you mention a document using the @mention feature in block-based descriptions (Editor.js format). The mentioned document appears as a Related link in the Relations panel. You can delete auto-generated relations the same way as any other relation. Plain-text mentions outside of block-based editors do not create auto-relations.
External Links
Adding an External Link
You can attach any URL to a document as an external link. Mosic fetches the page title, description, favicon, and preview image automatically.
Before you begin: You need write permission on the source document, the same as creating internal relations.
- Open any document in your workspace
- Locate the Relations panel on the detail page
- Paste a URL into the search bar
- Mosic detects the URL and shows the “Add as External Link” option with a URL badge
- Click “Add as External Link”
Mosic fetches the page metadata and creates the link. The external link card shows the page title, domain, description, favicon, and preview image when available. Click the card to open the URL in a new browser tab.
Viewing External Links
External links appear alongside internal relations in the Relations list. Each external link card shows:
- Page title or URL
- Domain name in a badge
- Description (when available)
- Favicon (when available)
- Preview image (when available)
Removing External Links
You can remove an external link the same way you remove any relation. See the permissions section below for who can delete relations.
Removing a Relation
- Hover over the relation card you want to remove
- Click the “Relation actions” button (three dots icon) on the right side of the card
- Select Delete Relation from the menu
Permissions
| Action | Who can do it |
|---|---|
| View relations | Anyone with read access to the document |
| Create a relation | Members, Editors, and Admins (write access to the source document) |
| Delete a relation | Members, Editors, and Admins (write access to the source document), or the person who created the relation |
Viewers can see relations but cannot create, edit, or delete them.
Note: Relations can only be created between documents in the same workspace. You cannot create relations across different workspaces.
Empty States
When a document has no outgoing relations, you see the message “No relations yet” with the prompt “Connect with other documents”. When there are no incoming links, the Back Relations tab shows “No incoming relations” with “No documents linking here”.
Best Practices
- Use relations to create cross-references between related documents for context
- Link tasks to associated leads, deals, or contacts to maintain CRM context
- Add external links for reference materials, design files, or documentation that supports a task
- Review Back Relations to discover which documents link to the one you are editing
- For task sequencing and blocking dependencies, use the Dependencies system instead
Related Documentation
- Tasks — Task management and detail views
- Gantt & Dependencies — Task dependencies and timeline visualization
- Projects — Managing project work
- Permissions & Roles — Understanding workspace roles