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.
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).
Step 4: Select the Relevant Record
Choose the specific record (e.g., matter, contract, or invoice) from the selected artifact type.
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.
Step 7: View Linked Artifacts
Once saved, the linked artifacts will appear below the description field of the task.
Step 8: Unlink an Artifact
To remove a link, click the “Unlink” button next to the artifact name.
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.