From Task page
1. Click on the task in the left-side navigation bar to open the task page.
![](https://cdn.prod.website-files.com/5eb98a1294574100a6f54076/63a1aab9a8c93126b8942b0f_BYN7PW6al3A9EGSoEIU1rAw7yaULVpUDWxQ_lFMssZDbPHjPFt_xr7fDapvcuTM903YmmjLAqBne5rWA8yKHc5fm2FV16RtVm7AvO3CUVwjxQm_HBGj4za8n_yjfIym77cR5nx1dM_idkmeIM3SKt9AZMfFM2GS0okDLvCSeZgybDz55lmn5mvt0umX2.png)
2. Click on the Link Record button and choose the record you want to link to the task.
![](https://cdn.prod.website-files.com/5eb98a1294574100a6f54076/63a1aab9a1a6c86c733d7c9c_w93ZSYhfGh-o6vWg9VWoq8dVxw4BTlAIvB0wjN27XEGJU38Z3QsH5yBohvsr_2_w1xiwy_Kj7Ok_6Nh-GfvXhirqiS0KlbY9Rgi9zQuEZK2w9lfDexXHOWFRFU_3EZiktY0YrmmrixWwcGIcMgForYqcUM2BzskUlAwCbQJzSswSoINTfjQLVXo-xLrd.png)
3. To unlink the linked record, click on the remove link icon.
![](https://cdn.prod.website-files.com/5eb98a1294574100a6f54076/63a1aab8edec0d625729dfb5_O2gtVrjFuflCVlKhFrwTcc2vFYPf8L0cGz17hYPeePvnx5nci50tbq2YvI8pkng-9WDCvdRf3PP-Dk2XGUUI7N84Z1UxtU_ZkhGwQpkF7X3j22HOMFM6Z7uSmvqIPwPO7hSjPjNQyAg9WiaH-qi5Fu5lqrpFnwoh81yFfb7COHXlsXPXmGW3yWsHys96.png)
From Taskbar
1. Click on the Records button inside the taskbar. Pop-up window with an overview of linked records will open.
![](https://cdn.prod.website-files.com/5eb98a1294574100a6f54076/63a1aab88f7594105a958e9f_IE3LlDxgKzGxfsMuArsJxbdDNZkuiLdxxYSsr_b1wywqVkBwb4lb-9yrYQUip-7xbkdDr10ZddXU3xyN74MuPFBYQXWev_obUhsgD23PyDEkMf6qf9pxGaaTPDlmrfApudWr2GCIkoBu7NpFnOhM_UTmpCllFcOeE_b5n1pFamqEHGpNOvPS6fzzgbvkEw.png)
2. Click on the Link record and choose the record you want to link.
![](https://cdn.prod.website-files.com/5eb98a1294574100a6f54076/63a1aab90450fa155b325ca4_w5gpHkfW-Y-Ykj692fvNguO9DFOby0h3fPWlRkLFrRHvKOwUoXFQz52PLh420EdPjk1nzOXoQiSmuYAzLW_Cn0I9qvkdIY03tmGLQJ6uYptd3N1lGutbmCXGY2X903sxIinlu3ZxgyLZpTlv7_xKMqzd0jzpR6sNCbVfy1HjFGBwIoYyWetC2J5-Ziattw.png)
3. To unlink the record linked to the task, click on the remove link icon.
![](https://cdn.prod.website-files.com/5eb98a1294574100a6f54076/63a1aab9caf8c921c0d97e06_z7CL7zdUjEgnGgGZVPHtldXsB7h6ACf3qje5qebqY9Z-gzonXPrbG6mhipbeuv3r0TQyS1dwtgZf435sAUjjJWi3fGWDNSrAlbxoFLxLDuxqA7ei3Q4IXFa0HLz52WEHuzCfFXgXFgmxFtra5R1-b5OgDXoqBkH8Ff17yjFntmD0dxoyxESlHQiQ0CnSDw.png)