Last Updated on:
January 17, 2025
Purpose
This guide outlines how to link a record to a Task. This can be accomplished in two ways, through the:
- Task page
- Task bar
Task Page
1. Click on the task in the process navigation panel to open the task page.
2. Click the Link Record button and choose the record you want to link to the task.
3. To unlink a record from the task, click on the remove link icon.
Task Bar
1. Click the Records button inside the task bar. A pop-up window with a list of linked records will appear.
2. Click the Link Record button and choose the record you want to link.
3. To unlink a record from the task, click the remove link icon.
