Connect Module Field
Connect Module field allows users to link records across different modules in Zoho Projects, helping users establish relationships between related work items. Both default (phases, tasks and issues,) and user defined custom modules can be linked to projects, phases, tasks, issues, time logs, and custom modules. Users can choose to display a related list within the linked module and vice versa. Related list displays the related records from other modules in its details page.
- Time Logs cannot be used as a target module for linking. However, you can create a Connect Module field within Time Logs to link each time log entry to records from other modules.
- Only one module can be linked per Connect Module field.
- A record cannot link to itself, even within the same module.
Benefits
- Provides cross-module link between records.
- Improves traceability of related work items across modules.
- Maintains references throughout the project lifecycle.
Field Availability
Default Modules
Plan | Supported Connect Module Fields (per module) |
Enterprise | 5 |
Ultimate | 5 |
Custom Module
Plan | Supported Connect Module Fields (per custom module) |
Premium | 2 project-level modules |
Enterprise | 5 global and project-specific modules |
Ultimate | 10 global and project-specific modules |
Create Connect Module Field in Phases
Use Case
Zylker Consulting tracks key approvals like Requirement Sign-off, Design Approval, and Client Review in a custom Deliverables module. To align these with execution, the team creates a Connect Module field in Phases and links it to the Deliverables module with the required project scope and Related List enabled.
This lets phase owners associate each phase with its corresponding deliverable and view all linked deliverables directly from the phase details page. This ensures clear alignment between phase execution and business approvals.
- Navigate to the left panel and click Projects.
- Open your project and select Phases from the top band.
- In the phases list view, click Add Column.
- In the Add Column form, scroll down and click Create Custom Field.
- Select Connect Module as the field type.
- Enter a Field Name.
- Select the Module: Defines the module whose records can be linked. Once selected and saved, it cannot be modified.
- Select Fields: Determines what information is displayed when choosing a record to link. A maximum of three fields can be selected; Name is included by default.
- Select Projects:
- All : Records from all the projects will be listed for selection.
- Current Project: Records from the current project will be listed for selection.
- Specific Projects: Select the projects to list the records from.
- Enable Related List: Specifies whether the target module displays back-references under the related list name you configure in its details page.
- Enter a Related List Name (required when the toggle is enabled).
Select the columns that should appear within the related list in the target module's details page. - Click Add to Layout.
After creation:
- The connect module field will appear as a new column in the Phases list view.
Clicking the field opens a list of selectable records from the target module. - Hover over the field and click the record URL to open it.
- The linked record will display the related list as a subtab in the target module’s detail page using the configured related list name. You can edit the displayed columns by clicking Edit Columns to add or remove fields.
Create Connect Module Field in Tasks
Use Case
Zylker Healthcare tracks operational initiatives like Campaigns, Compliance Checks, and Training Drives in a custom Initiatives module. To align daily execution with these initiatives, the team creates a Connect Module field in Tasks and links it to the Initiatives custom module with the required project scope and Related List enabled.
This lets teams associate tasks with their respective initiatives and view all related tasks from the initiative’s details page. This gives clear visibility of execution work against each business initiative.
- Navigate to the left panel and click Projects.
- Open your project and select Tasks from the top band.
- In the tasks list view, click Add Column.
- In the Add Column form, scroll down and click Create Custom Field.
- Select Connect Module as the field type.
- Enter a Field Name.
- Select the Module: Defines the module whose records can be linked. Once selected and saved, it cannot be modified.
- Select Fields: Determines what information is displayed when choosing a record to link. A maximum of three fields can be selected; Name is included by default.
- Select Projects:
- All: Records from all the projects will be listed for selection.
- Current Project: Records from the current project will be listed for selection.
- Specific Projects: Select the projects to list the records from.
- Enable Related List: Specifies whether the target module displays back-references under the related list name you configure in its details page.
- Enter a Related List Name (required when the toggle is enabled).
Select the columns that should appear within the related list in the target module's details page. - Click Add to Layout.
After creation:
- The connect module field will appear as a new column in the Tasks list view.
- Clicking the field opens a list of selectable records from the target module.
- Hover over the field and click the record URL to open it.
- The linked record will display the related list as a sub-tab in the target module’s detail page using the configured related list name. You can edit the displayed columns by clicking Edit Columns to add or remove fields.
Create Connect Module Field in Issues
Use Case
Zylker Solutions' tracks business-impact items such as security audits, compliance policies, and risk records in a custom Compliance module. To connect reported problems with these governance requirements, the team creates a Connect Module field in Issues and links it to the Compliance custom module with the required project scope and Related List enabled.
This lets teams link each issue to its relevant compliance record and view all associated issues from the compliance record’s details page.
- Navigate to the left panel and click Projects.
- Open your project and select Issues from the top band.
- In the issues list view, click Add Column.
- In the Add Column form, scroll down and click Create Custom Field.
- Select Connect Module as the field type.
- Enter a Field Name.
- Select the Module: Defines the module whose records can be linked. Once selected and saved, it cannot be modified.
- Select Fields: Determines what information is displayed when choosing a record to link. A maximum of three fields can be selected; Name is included by default.
- Select Projects:
- All: Records from all the projects will be listed for selection.
- Current Project: Records from the current project will be listed for selection.
- Specific Projects: Select the projects to list the records from.
- Enable Related List: Specifies whether the target module displays back-references under the related list name you configure in its details page.
- Enter a Related List Name (required when the toggle is enabled).
- Select the columns that should appear within the related list in the target module's details page.
- Click Add to Layout.
After creation:
- The connect module field will appear as a new column in the Issues list view.
- Clicking the field opens a list of selectable records from the target module.
- Hover over the field and click the record URL to open it.
- The linked record will display the related list as a sub tab in the target module’s detail page using the configured related list name. You can edit the displayed columns by clicking Edit Columns to add or remove fields.
Create Connect Module Field in Time Logs
Use Case
Zylker Solutions tracks internal initiatives like Training Programs and Improvement Activities in a custom Initiatives module. To understand effort spent on these activities, the team creates a Connect Module field in Time Logs and links it to the Initiatives module with the required scope and Related List enabled.
This allows each time log entry to be associated with a specific initiative, while the initiative’s details page shows all related time entries. This helps managers analyze effort and time investment in each initiative.
- Navigate to the left panel and click Projects.
- Open your project and select Time Logs from the top band.
- In the time logs list view, click Add Column.
- In the Add Column form, scroll down and click Create Custom Field.
- Select Connect Module as the field type.
- Enter a Field Name.
- Select the Module: Defines the module whose records can be linked. Once selected and saved, it cannot be modified.
- Select Fields: Determines what information is displayed when choosing a record to link. A maximum of three fields can be selected; Name is included by default.
- Select Projects:
- All : Records from all the projects will be listed for selection.
- Current Project: Records from the current project will be listed for selection.
- Specific Projects: Select the projects to list the records from.
- Enable Related List: Specifies whether the target module displays back-references under the related list name you configure in its details page.
- Enter a Related List Name (required when the toggle is enabled).
Select the columns that should appear within the related list in the target module's details page. - Click Add to Layout.
After creation:
- The connect module field will appear as a new column in the Time Logs list view.
- Clicking the field opens a list of selectable records from the target module.
- Hover over the field and click the record URL to open it.
- The linked record will display the related list as a subtab in the target module’s detail page using the configured related list name. You can edit the displayed columns by clicking Edit Columns to add or remove fields.
Create Connect Module Field in a Custom Module
Use Case
Zylker EdTech runs programs such as Data Analysis, Artificial Intelligence, Project Management, and Blended Learning, where each program spans multiple courses and delivery timelines, with tasks created across different projects for content creation, trainer onboarding, assessments, and learner support.
To manage this day-to-day work, the team can create a Connect Module field in the Programs custom module and connect it to the Tasks module. By selecting All Projects and enabling Related List, each program’s details page shows all related tasks with key fields like Task Title and Status, allowing program managers to quickly check what is in progress, what is delayed, and what is completed without switching between projects.
This helps program managers track work progress across projects from a single program without manually navigating between tasks or switching across multiple projects.
- Navigate to the left panel and click Projects.
- Open your project and select the Custom Module from the top band.
- In the custom module page, click Add Column.
- In the Add Column form, click Create Custom Field.
- Select Connect Module as the field type.
- Enter a Field Name.
- Select the Module: Defines the module whose records can be linked. Once selected and saved, it cannot be modified.
- Select Fields: Determines what information is displayed when choosing a record to link. A maximum of three fields can be selected; Name is included by default.
- Select Projects:
- All : Records from all the projects will be listed for selection.
- Current Project: Records from the current project will be listed for selection.
- Specific Projects: Select the projects to list the records from.
- Enable Related List: Specifies whether the target module displays back-references under the related list name you configure in its details page.
- Enter a Related List Name (required when the toggle is enabled).
- Select the columns that should appear within the related list in the target module's details page.
- Click Add to Layout.
When linking to Global Custom Modules, Current Project will not be available.After creation:
- The connect module field will appear as a field in the custom module’s layout.
- Clicking the field opens a list of selectable records from the target module.
- Hover over the linked value and click the record URL to open it.
- The linked record will display the related list as a subtab in the target module’s detail page using the configured related list name. You can edit the displayed columns by clicking Edit Columns to add or remove fields.
Fields Supported
- Fields under Allowed Fields appear when selecting fields for the target module.
- Fields under Related list appear when selecting fields for the related list.
Module | Module Fields | Related List Fields |
Tasks | All default fields and custom fields except Connect Module, Formula, Lookup, Integration, Followers, Budget fields | All default fields and custom fields |
Issues | All default fields and custom fields | All default fields and custom fields |
Phases | Name, Flag, Owner, Start/End/Complete Dates, Status, All custom fields except Connect Module, Formula, Lookup, Integration, Followers, Budget fields | All default fields and custom fields |
Time Logs | NA (Time logs cannot be a target module) | All default fields and custom fields |
Projects | All default fields and custom fields except Connect Module, Formula, Lookup, Integration, Followers, Budget fields | All default fields and custom fields |
Custom Modules | Name, Status, Created/Updated time, Created/Updated by, Project & Flag (project-level), All custom modules except Connect Module, Formula, Lookup, Integration, Followers, Budget fields | All default fields and custom fields |
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