# Link tasks to tickets

> Link a task to an existing or new ticket, open either record from the other, and unlink the relationship.

URL: https://www.agencytitan.com/help/tasks/link-tasks-to-tickets/

Link a task to a ticket when a customer conversation needs related delivery work. The relationship gives each record a direct link to the other without combining their fields, status, or history.

## Who this is for

Agency team members who work across Tasks and Tickets. Requires **View Processes** and **Edit Processes**, plus **View Tickets** and ticket management access.

## Before you begin

- Open the task from **Tasks** ([/tasks/active](https://app.agencytitan.com/tasks/active)).
- If you are linking an existing ticket, note its subject or ticket number. See [Find and work tickets](/help/tickets/find-and-work-tickets/).
- Confirm **Linked Tickets** is visible in the task's right panel.

## Link an existing ticket

1. Open the task's stage view.
2. Under **Linked Tickets**, select the plus button.
3. Select **Link existing ticket**.
4. Find and select the ticket.
5. Confirm the ticket card appears under **Linked Tickets**.

![Task stage with requested work, hours, delivery notes, Complete Stage, and a linked ticket card](/docs/screenshots/tasks-processes-v2/task-linked-ticket.png)

Select the card to open the ticket.

## Create and link a ticket from the task

1. Under **Linked Tickets**, select the plus button.
2. Select **Create new ticket**.
3. Complete the ticket form and create the ticket.
4. Confirm the new ticket card appears under **Linked Tickets**.

If ticket creation succeeds but linking fails, AgencyTitan keeps the new ticket and tells you to use **Link existing ticket** to attach it.

The menu can also show **AI suggest** when ticket suggestions are enabled for your workspace. Use it only when that option is visible.

## Open the task from the ticket

The ticket's details panel shows the relationship under **Linked Tasks**. A linked-task card includes the task name, process type, and status.

![Ticket details panel with a linked task card showing the task identifier, process type, and status](/docs/screenshots/tasks-processes-v2/ticket-linked-task.png)

Select the card to return to the task.

## Unlink the records

1. Select the unlink **X** on the linked ticket or task card.
2. Review the confirmation.
3. Select **Unlink**.

Unlinking removes only the relationship. It does not delete the task or ticket.

## Expected result

- The ticket appears under **Linked Tickets** on the task.
- The task appears under **Linked Tasks** on the ticket.
- Selecting either card opens the related record.
- Unlinking removes both cross-references without deleting either record.

## Troubleshooting

| Symptom | Likely cause | What to do |
| --- | --- | --- |
| **Linked Tickets** or its plus button is missing | The sidebar layout hides it or you cannot manage links | Ask the process owner to review the sidebar and confirm your access |
| Ticket is missing from the picker | Search or ticket access excludes it | Search by subject or number and confirm you can open the ticket |
| New ticket was created but not linked | Ticket creation succeeded and the link request failed | Choose **Link existing ticket** and select the new ticket |
| Linked task is not visible on the ticket | The details panel is closed or the link did not save | Open the details panel and retry the link |
| Record disappears after unlinking | Only its card was removed from the other record | Find the task in Tasks or the ticket in Tickets |

## Related articles

- [Tasks & processes overview](https://www.agencytitan.com/help/tasks/overview/): Understand how task types, process definitions, stages, fields, layouts, assignments, and tasks fit together.
- [Work a task](https://www.agencytitan.com/help/tasks/work-a-task/): Work the current stage, update task details, complete required fields, and move a task through its configured stages.
- [Find and work tickets](https://www.agencytitan.com/help/tickets/find-and-work-tickets/): Use inboxes, quick filters, statuses, departments, client filters, and search to find and open tickets in the Tickets inbox.
- [Assign and update a ticket](https://www.agencytitan.com/help/tickets/assign-and-update-a-ticket/): Change ticket status, priority, assignees, client, department, tags, privacy, and inbox from the ticket view.