Overview
Copying a link to a task is particularly useful for referencing the task in discussions or emails, ensuring that you have direct access to the specific task in question. It can also streamline collaboration by allowing team members to quickly locate and review tasks without navigating through the platform.
How to Copy a Task Link
Requires one of the following roles: Owner Platform member Department admin
To copy a link to a task:
- Click on the Requests page and select your request.
- Click Workflow Tasks tab
- Click the ellipsis […] and select Copy Link to Task.
When to Use Task Links
- Team Collaboration: Share task links in team meetings or messages to ensure alignment and quick access.
- Streamlined Communication: Include task links in emails to avoid back-and-forth and provide direct task details.
Additional Resources
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