Link tasks

When tasks relate to each other but aren't dependent, link them! This allows you to easily jump between similar tasks and ensure everyone has full visibility of everything relevant to their work. 

The Relationships feature is a ClickApp. If you do not have the Relationships ClickApp enabled for your Workspace, you can view the original task linking feature here.

 

Link tasks 

You can link tasks using Relationships or the Bulk Action Toolbar.

When linking tasks, they will not follow any rules that Dependencies normally follow, such as Rescheduling Dependencies

To link tasks using Relationships:

  1. Navigate to the task you want to link to or from.
  2. To the right, click the plus icon.
  3. Click Link Task.
  4. Search or browse for the task.
  5. Click the task to link it.
  6. The linked task will display in the task's Relationships section.
    • To remove a linked task, hover over the linked task you want to remove under the Relationships section and click x.

To link tasks using the Bulk Action Toolbar:

  1. Open a List view.
  2. Select multiple tasks.
  3. Create links between them using the Bulk Action Toolbar.
  4. Choose to link all the tasks to each other or to one main task.

Once linked, you can click the expand icon next to each category name to show or hide tasks.

Screenshot of the expand icon in the Relationships section.

Unlink tasks

To unlink a task: 

  1. Open the task. 
  2. Click the Task Links tab in the right sidebar. 
  3. Click the Unlink task icon on the far right of the column. 

Examples

  1. When working on a wireframe, create a task link with a content task in order to quickly reference the updates to any new sections that may need graphics. 
  2. When preparing a meeting, create task links to the tasks you referenced in the meeting so people can quickly find what you were referring to. 
  3. When working with a client, associate all related tasks to that client to quickly reference their needs. 
  4. When dealing with a customer issue, associate all support tasks for easy reference. 

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