Linking tasks allows teams to make it easy to keep task lists in sync.
Link tasks to another task item to have a task inherit the status, start date, due date, and completion from another task in any deal task list.
💡 Things to Consider
The only fields / data that is linked between the tasks are:
Status
Start Date
Due Date
Completion Date
Status
Start Date
Due Date
Completion Date
Set up the task linkage in the task that will inherit the data.
⚙️Steps
- Select a Task to access the task details
- Select "Link Task", located below the internal value field.
- Use the dropdowns to select a task list within the deal and a task item from within that task list.
- Once selected, an internal value will populate. Once this has populated, this should not be modified.
- To remove the linkage on the task, Select "Unlink Task". The icon will return to "Link Task" when it has been successfully unlinked. The internal value may not be immediately removed.
