--- title: "How to: Link a Task to Artifacts" description: In this guide, you will learn how to link a task to different artifacts within your workspace, such as contracts, licenses, permits, and tax records. --- [Skip to content](https://help.traact.com/en/articles/14424679-how-to-link-a-task-to-artifacts#main-content) English Show submenu for translations ![Traact\_Logo\_Blue (1)-1](https://help.traact.com/hs-fs/hubfs/Traact_Logo_Blue%20(1)-1.png?width=151&height=28&name=Traact_Logo_Blue%20(1)-1.png) - [Traact Website](https://www.traact.com/) Open main navigation Close main navigation - [Traact Website](https://www.traact.com/) - English Show submenu for translations - [Contact us](mailto:ops@traact.com) [Contact us](mailto:ops@traact.com) Traact Help Center - There are no suggestions because the search field is empty. 1. [Traact Articles](https://help.traact.com/?hsLang=en) 2. [Modules](https://help.traact.com/modules?hsLang=en) 3. [Task Management](https://help.traact.com/modules?hsLang=en#task-management) # How to: Link a Task to Artifacts ## Linking tasks to artifacts provides clear context, improves traceability, and strengthens accountability. It helps teams better understand the purpose of each task, track progress more effectively, and maintain a reliable record of how work is connected to specific assets. ### **Steps to Link a Task to an Artifact:** **Step 1: Select a Task** - Start by selecting the Matter or Task you want to update. **Step 2: Open “Related Artifacts”** - Below the description field, click the “+” icon next to Related Artifacts. ![](https://help.traact.com/hs-fs/hubfs/undefined-Oct-07-2026-08-24-31-9220-PM.png?width=608&height=407&name=undefined-Oct-07-2026-08-24-31-9220-PM.png) **Step 3: Choose an Artifact Type** - From the dropdown menu, select the type of artifact you want to link (e.g., Tasks, Matters, Contracts, Boards, Invoices, Taxes, Licenses/Permits, or Legal Requests). ![](https://help.traact.com/hs-fs/hubfs/undefined-Oct-07-2026-08-24-44-9162-PM.png?width=640&height=380&name=undefined-Oct-07-2026-08-24-44-9162-PM.png) **Step 4: Select the Relevant Record** - Choose the specific record (e.g., matter, contract, or invoice) from the selected artifact type. ![](https://help.traact.com/hs-fs/hubfs/undefined-Oct-07-2026-08-24-58-1303-PM.png?width=639&height=379&name=undefined-Oct-07-2026-08-24-58-1303-PM.png) **Step 5: Confirm Your Selection** - On the right side of the screen, review and confirm your selection. - You can select more than one item if needed. **Step 6: Save Your Changes** - Click “Save Relationship” at the bottom of the page to ensure your changes are applied. ![](https://help.traact.com/hs-fs/hubfs/undefined-Oct-07-2026-08-25-14-6843-PM.png?width=653&height=390&name=undefined-Oct-07-2026-08-25-14-6843-PM.png) **Step 7: View Linked Artifacts** - Once saved, the linked artifacts will appear below the description field of the task. ![](https://help.traact.com/hs-fs/hubfs/undefined-Oct-07-2026-08-25-25-0306-PM.png?width=641&height=110&name=undefined-Oct-07-2026-08-25-25-0306-PM.png) **Step 8: Unlink an Artifact** - To remove a link, click the “Unlink” button next to the artifact name. ![](https://help.traact.com/hs-fs/hubfs/undefined-Oct-07-2026-08-25-32-3132-PM.png?width=631&height=164&name=undefined-Oct-07-2026-08-25-32-3132-PM.png) **Step 9: Add Additional Artifacts** - To link more artifacts, click the “+” icon next to Related Artifacts and repeat the steps above. **That’s it — your updates are applied instantly, helping you stay efficient and organized.** --- **Need Help?** If you have any questions or need assistance with a request, please contact your Customer Success Manager or reach out to the Traact Support team. - [Getting started](https://help.traact.com/getting-started?hsLang=en#main-content) - [Access & Permission](https://help.traact.com/getting-started?hsLang=en#access-permission) - [Integrations](https://help.traact.com/integrations?hsLang=en) - [Modules](https://help.traact.com/modules?hsLang=en#main-content) - [Board Management](https://help.traact.com/modules?hsLang=en#board-management) - [Contact Book](https://help.traact.com/modules?hsLang=en#contact-book) - [Contract Management](https://help.traact.com/modules?hsLang=en#contract-management) - [Entity Management](https://help.traact.com/modules?hsLang=en#entity-management) - [Home Page](https://help.traact.com/modules?hsLang=en#home-page) - [Invoice Management](https://help.traact.com/modules?hsLang=en#invoice-management) - [License Management](https://help.traact.com/modules?hsLang=en#license-management) - [Litigation Management](https://help.traact.com/modules?hsLang=en#litigation-management) - [Matter Management & Legal Request](https://help.traact.com/modules?hsLang=en#matter-management-legal-request) - [Task Management](https://help.traact.com/modules?hsLang=en#task-management) - [Tax Management](https://help.traact.com/modules?hsLang=en#tax-management) - [Services](https://help.traact.com/services?hsLang=en#main-content) - [How to](https://help.traact.com/services?hsLang=en#how-to) - [Pricing](https://help.traact.com/services?hsLang=en#pricing) - [Understanding Services](https://help.traact.com/services?hsLang=en#understanding-services) - [Troubleshooting & FAQs](https://help.traact.com/troubleshooting-faqs?hsLang=en) - [What's New](https://help.traact.com/whats-new?hsLang=en#main-content) - [2024](https://help.traact.com/whats-new?hsLang=en#2024) - [2025](https://help.traact.com/whats-new?hsLang=en#2025) - [2026](https://help.traact.com/whats-new?hsLang=en#2026) [![Traact\_Logo\_Blue (1)-1](https://help.traact.com/hs-fs/hubfs/Traact_Logo_Blue%20(1)-1.png?width=107&height=20&name=Traact_Logo_Blue%20(1)-1.png "Traact_Logo_Blue (1)-1")](https://www.traact.com/) Manage. 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