Goal
This article will show you how to link an existing item in Resvu to a task. Linking items allows you to connect related records and keep a clear view of everything associated with a piece of work.
Before You Get Started
You will need to have the correct permissions set in order to manage tasks. To check this, navigate to:
Settings ➡️ Admins ➡️ Edit your chosen admin ➡️ Select Roles & Permissions ➡️ Scroll down to Access Details ➡️ Expand Task Management and ensure that Task Management has full access selected.
Linking an Item to a Task
Step 1 - Open a Task Navigate to Tasks in the left-hand menu and click on the task you want to link an item to.
Step 2 - Add a Link Inside the task, locate the Add Link section and click Link. This will open a search field where you can find and select any existing item in Resvu.
Step 3 - Search for an Item Start typing in the search field for results to appear. You can link any of the following item types:
Communication: Alerts, Notices, Newsletters, Procedures, and Surveys
Request: An existing workflow request
Quote: An existing quote request
Work Order: An existing work order
Task: Another existing task
Committee Hub Topic: An existing topic from the Committee Hub
Step 4 - Confirm the Link Select the item from the search results and press Add Link.
The linked item will then appear within the task, giving you a connected view of all related records.
