How to Set up Associated Items

In this tutorial, we’ll configure Projects as the parent list and Tasks as the child list. This setup will allow you to manage project-related tasks directly inside the project form—without switching between lists or writing any code.

By the end, you’ll have a working Projects + Tasks solution where users can:

• Create a project.
• Add and edit tasks directly inside the project form.
• Keep all related records connected automatically.

Instructions

Step 1: Create the parent list (Projects)

1. Create a new SharePoint list named Projects.
2. Add columns:
• Title (default) → Project name
• Description (Multiple lines of text)
• Project Manager (Person/Group)
• Start Date, End Date (Date/Time)

Step 2: Create the child list (Tasks)

1. Create a new Task list named Tasks.
2. Add columns:
• Task Title (Single line of text)
• Assigned To (Person/Group)
• Status (Choice: Not Started, In Progress, Completed)

Step 3: Enable the Infowise Associated Task content type on this list

1. Turn on content type management
   • Open Tasks list → List →  List settings.
   • Go to Advanced settings.
   • Set Allow management of content types? → Yes.
   • Click OK to save.
2. Delete the Task content type
   • Back on List Settings, under Content Types, click on Task content type.
   • Click on Delete this content type.
3. Add the Associated Task content type
   • Under Content Types, click Add from existing site content types.
   • In Select site content types from, choose the group that contains Infowise types.
   • In Available site content types, select Infowise Associated Task.
   • Click Add and then OK.
4. Verify
   • Ensure Infowise Associated Task now appears under Content Types on the Tasks list settings page.

Step 4: Add an Associated Items column

1. Go to the Projects
2. Open Design from the top menu.
3. In Form designer Click Add Column.
4. Choose type Associated Items.
5. Name it Project Tasks.
6. Child list - Tasks.
7. Child content type - Task
8. Select the view of Tasks you want to show (e.g., All Tasks).
9. Save the column.
10. Drag the Project Tasks column into Project form and Publish.

Step 5: Test the setup

1. Create a new Project.
2. Inside the Project form, you’ll now see a Project Tasks section.
3. Add tasks directly in this section.
4. Save the project.

Watch this quick video walkthrough from Infowise:

Summary

You’ve just set up your first Associated Items configuration in UltimateForms. With only a few steps, you connected Projects and Tasks so that tasks can be managed directly within the project form.