Linking Tasks

Tasks can be linked to other database records such as Contacts or Notes. This enables you to expand the scope of the data by adding an extra dimension to enable a much more wider understanding.

Tasks can be linked to other Tasks, Planner Events, Contacts, Notes and Journals.

In the Item's Information area, there is a secondary tab called "Related Links". Selecting this tab shows a list view of the links that are directly related to the currently selected Tasks. Some of the links are from other database items and some may be direct connections to an item. The links are grouped as per which section/item the linking belongs to.

heart See Related Links List for more information

helper To Link A Tasks To A Database Item

First select a Tasks from the Tasks List by left clicking on it, so that's it is highlighted, then;
rightarrowChoose from the Main Menu "Tasks/Link Task to a Database Item", or
rightarrowClick on the Tasks Toolbar icon:   or
rightarrowRight Click on the Tasks and choose "Link Tasks to a Database Item" from the context menu.

heart See Linking Items Selector for more information

Related Topics

Introduction to Tasks

Managing Tasks

Linking Tasks