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Link Tasks to Files (New Feature)

Anna Sayers
By Anna Sayers
on November 30, 2018

Do you ever create a task that involves a document, and want to link it to that specific file? Well you can now associate a task with the file related to it by following these easy steps.

 

Here’s how:

 

Step 1: Open the file

Go to the specific file that you would like to relate to a task.

Scroll down to the bottom of the document preview where you can see the different tabs and select the Tasks tab.

 

 

Step 2: Create the task

Type the title of the task in the box, then hit the enter button.

 

 

 Step 3: Update the task

If you would then like to edit the task, for example assign it to a group member, set a due date and add a description then it will also be displayed under the group tasks section, along with the rest of your tasks. Here you can also see that it is linked to a file, as shown below.

 

 

This feature will be particularly useful in situations where you need a completed piece of work to be QC’d by a higher member of your team before publishing, or if you have multiple people working on a single document.

 

We hope this feature makes your experience with Clinked an even better one! If you have any questions get in touch at support@clinked.com.

 

 

Clinked offers customized and secure portals for file sharing, task management and collaboration. Clients and team members can access their documents, discussions, events, tasks and more – all from within a centralized environment. Try this feature out for yourself.

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