The purpose of links is to quickly and easily associate related elements with tasks - as, for example, contacts or appointments: thus, to establish a relationship between tasks and other elements. You can link all tasks from your personal tasks folders as well as from public or other users' shared tasks folders (provided you have relevant access rights) with arbitrarily many other tasks or other elements such as appointments, contacts, or InfoStore objects.
In order to create a new link from a task to another task or to another element, select the relevant task either in any view of the Tasks module and then click on Start in the Linking panel section.
The title of the Linking panel section is highlighted in color to show the active linking process. Now you can navigate to the element which you would like to link to the selected task.
Ideally, you use the folders from the folder tree to directly navigate to the element you wish to link. For example, if you would like to link the selected task to a contact from one of your personal contact folders, expand the relevant contact folder in the folder tree to open this folder and to select a specific contact from this folder.
After you have navigated to the relevant folder, select the element you wish to link. Confirm your choice by clicking on the Close function in the Panel. If you have accidentally selected a different element from the one you wanted to link with the task, click on Cancel instead. Both the Close function and the Cancel function end the linking process.
After you confirm your selection, the selected element is linked with the previously selected task and the link is displayed in the detail view of this task in the Links tab.
Please note that you can always select only one element during the linking process and link it with the previously selected task. If you would like to link a task with several elements, repeat the linking process for each element to be linked.
![]() | Linking tasks to other objectsLinks are always bidirectional: If you link task "A" with contact "B", contact "B" is automatically linked with task "A". If you want to link tasks from public or other users' shared tasks folders with other elements, you need read rights for the objects of these folders. If such rights have not been granted to you, the Start function in the Linking panel section remains deactivated and it is not possible for you to link the tasks from this folder to other elements. |
If you would like to switch to linked elements of your tasks, first display the relevant task in the Detail view. Then activate the Links tab, select there the link to which you want to switch and then click on the Go to function under the Linking panel section.
This allows you to switch to the element linked with the task that is displayed in the detail view. Please note that this may also open another module depending on the type of the linked element. In the example shown in these figures, the element linked with the task is a contact managed in the Contacts module; thus, the Contacts module is opened during the switch to this link.
If you want to edit elements linked with a task, open the Links tab in the detail view of the task and double-click on the linked element you wish to edit. This takes you to the editing window of the linked element where you can make the desired changes.
![]() | Editing elements from public or shared folders that are linked with tasksIf you want to edit elements linked with tasks from public or other users' shared tasks folders, you need modify rights for the objects of these folders. If these modify rights have not been granted to you, you cannot edit elements from these folders. |
If you would like to remove links from tasks, first display the task to be edited in the Detail view. Then activate the Links tab, select the link(s) that you want to remove from this task and then click on the Remove function in the Linking panel section.
You will be asked whether you really want to remove the selected link(s). If you confirm this query with OK, the selected links are irretrievably deleted from the task.
![]() | Removing links from tasksWhen you delete links from tasks, you merely delete the link between the tasks and the linked elements. The linked elements are not deleted. If you want to remove links from tasks in public or other users' shared tasks folders, you need read rights for the objects of these folders. If these rights have not been granted to you, the Remove function in the Linking panel section is deactivated and you cannot remove linked elements from these tasks. |