Related lists are used to view records that relate to one another. For example, If a contact owns multiple properties, there will be a related list on the contact record with all the properties they own. This allows users to view a snapshot of what records are related to each other. There will be one related list per lookup field (Lookup fields are indicated by a blue link when the record is not being edit).

In this article, we will be using the example of adding a related list to the Task object

In your Task layout, it may be useful to be able to easily access additional pieces of information, such as Files, Notes or Attachments. This can easily be accomplished by editing your Task page layout.

1. Navigate to the Setup menu.

2. Go to the Object Manager and find Tasks.

3. Select Page Layouts from the menu bar on the right and continue to Task Layout.

4. Drag and drop your selection to the Related List section to the page. In this example, we'll use Files.

5. Once you save the change, you'll see it under the "Related" tab on any task you're in.

6. After adding the related list to your page layout, you will now be able to make edits to the columns you see when viewing the related list. To edit you will click the "Wrench" icon next to the related list name.

7. The next screen will allow you to choose what columns you want to see by moving the values from the "Available" section to the "Selected" section. To remove fields you will do the opposite of these instructions in step 7.

Please reach out to Product Support (rethinkcrm@buildout.com) if you have any questions about Adding or Editing Related Lists on Page Layouts.