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Using PlanRadar

Use Linked Tickets in Checklists

Overview

While you fill in a form, you can create a new ticket or link an existing one directly from a checklist field. The issue you found is documented as a real ticket, attached to the exact check it came from, without leaving the form.

A linked ticket is an independent ticket. It has its own form, assignee, status and location, and it stays in the project when the ticket holding the checklist is deleted.

Ticket links can be switched on or off for each checklist field, and a linked ticket can be made mandatory for a specific response.

Access & Permissions

How to Access Linked Tickets

  1. Click Tickets
  2. Open a ticket
    The ticket list with a ticket selected
  3. Scroll to a checklist field
    Checklist fields in an open inspection ticket, each with Pass, Fail and N/A
  1. Tap Tickets in the main menu
  2. Open a ticket
  3. Scroll to a checklist field

Create a Linked Ticket

Use this when you find something that is not documented anywhere yet — the usual case during an inspection.

To create a linked ticket:

  1. Click the + button on the checklist field
  2. Click Create new ticket
  3. Fill in the new ticket — it already carries the project, the ticket you started from and the checklist field. Read more in Fill in the Form of a Ticket
  4. Click Save or Save and close
    A new ticket created from a checklist field, with its form preselected

The ticket is saved immediately and exists on its own from that moment — you do not have to save the ticket holding the checklist first, and you can carry on with the form afterwards.

If only one form is allowed for this checklist field, that form is used automatically. If several are allowed, you choose one of them. Otherwise you choose from the forms you can create tickets with.

Use this when the issue is already documented, so you connect the inspection to it instead of creating a duplicate. You can link several tickets at once.

  1. Click the + button on the checklist field
  2. Click Add existing ticket
    The add menu on a checklist field with Add existing ticket highlighted
  3. Find the tickets you want, using the search field and filters
  4. Select the checkbox of each ticket you want to link
  5. Click Link
    The Link ticket window with a search term entered and a ticket selected
  1. Tap Add... on the checklist field
  2. Tap Add existing ticket
    The Add menu of a checklist field with Add existing ticket
  3. Find the tickets you want on the Add tickets screen, using the search field and filters
    The Add tickets screen with the tickets of the project
  4. Select each ticket you want to link
    The Add tickets screen with four tickets selected and Done active
  5. Tap Done

You can only link tickets that use one of the forms allowed for this checklist field. Tickets that are already linked to the checklist field are not offered again.

View and Open Linked Tickets

Linked tickets are listed on the checklist field they belong to. Each entry shows the ticket number, its title, and its status, creator and date.

To open a linked ticket:

  1. Click the linked ticket
    Linked tickets listed on a checklist field
  1. Tap the linked ticket
    A checklist field with its linked tickets and Show all and edit

Unlinking only removes the connection to the checklist field. The ticket itself stays in the project.

  1. Hover over the linked ticket
  2. Click the X icon
    The X icon revealed on hover over a linked ticket
  3. Click Unlink to confirm
    The Unlink ticket confirmation
  1. Tap Show all and edit to open the Linked tickets screen
  2. Swipe left on the linked ticket
    A linked ticket swiped left on the Linked tickets screen, showing Unlink
  3. Tap Unlink
  4. Tap Unlink to confirm
    The Unlink ticket confirmation
  1. Tap Show all and edit to open the Linked tickets screen
  2. Open the More menu on the linked ticket, then tap Unlink

Find Tickets With Linked Tickets

To find the tickets whose checklist fields have linked tickets, filter the ticket list by Has linked tickets.

See Which Checklist Fields a Ticket is Linked To

A link is visible from both sides. Open a linked ticket and the Links to this ticket panel lists every ticket that links to it, with the checklist field each link came from.

  1. Click an entry to go to that ticket, and use the back navigation to return

The Links to this ticket panel on a linked ticket, naming the checklist field it came from

Updated September 16, 2026