Tasks
Add links to a task
Admins & staff
Point the client to a website, as a plain link or a button, under the task description.
Where:SidebarTasks
- Create a task, or open an existing one and select Edit.
- Select the Links tab. In the wizard, links are at the bottom of the Task Details step.
- Select Add Link, then enter the URL.
- Choose a Display Style, either Simple Link or Action Button.
- For a button, enter the Button Text, then choose a Button Style and Button Colour.
- Add a Description if you want a short note under the link. A preview appears as you go.
- Select Create Task, Save Changes or Continue.
Good to know
- The URL must be a full web address starting with http or https.
- Add Link turns off when the task has reached its maximum number of links.
Related
- Assign a taskCreate a task for one client, then send it to them or keep it as a draft.
- Edit a taskChange a task's details, due date or requirements after you have created it.
- Add a checklist to a taskBreak a task into small steps the client ticks off, and decide whether they must finish them all.
- See what a client sees on a taskSee what a client finds when they open one of their tasks, so you know what they are looking at.