Tasks · How-to
Link a task to a client, deal or any other record
Point a task at the records it is about, so anyone reading it knows what it means and can open them in one click.
Open the task
Start a new task with “New task”, or click a task’s title in Tasks to open it.
Search for the record
Under “About”, press “Link a record” and type in “Search contacts, deals, invoices…”. Results are grouped by kind, and only records your role lets you see are offered.
Pick one or more
Pick a result to add it. Each link shows as a label with its kind; the × on a label takes it off. A task can carry up to 20 links.
Save
Press “Create task”, or “Save changes” for a task that already existed.
Follow a link
In the list, the linked records show under the task’s title; click one to open it. A record that has since been deleted shows crossed out with its old name, so you still know what the task was about.
Start from the record instead
On a client’s or a deal’s page, the “Tasks” card lists its open tasks, and its + button opens a new task already linked to that record.
Common questions
- Why can’t I find a record to link?
The search offers only records your role lets you see, from modules that are switched on in your workspace.
- How do I link a task to records on the phone?
In the task form, or under “Linked records” on the task, press “Link a record” and search clients, deals, invoices and more. A task can be linked to several records, and the links show as chips on its row in the list.
Read next
Create a task
Write down what needs doing, when and how urgently, choose who does it, and link it to what it is about.
Work with a client’s card
Read a client’s history, log notes and calls, and keep their details, files and tasks up to date from one screen.
Work on a deal’s page
Move a deal to another stage, log what happened, keep its details right and see the tasks about it, all from one screen.
More in Tasks
Open in Setvos
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