Last Updated on:
December 20, 2022
From Task page
1. Click on the task in the left-side navigation bar to open the task page.
2. Click on the Link Record button and choose the record you want to link to the task.
3. To unlink the linked record, click on the remove link icon.
From Taskbar
1. Click on the Records button inside the taskbar. Pop-up window with an overview of linked records will open.
2. Click on the Link record and choose the record you want to link.
3. To unlink the record linked to the task, click on the remove link icon.
