Add link to Task
The Add link to Task form allows linking documents, contacts, employees, etc. so that the user who will carry out the task can obtain additional information and executes the task more easily.
The form is accessed from the Task form when clicking on the Add Link button.
The form contains the following field first:
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Link type
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Select the link type from the drop-down list. The options are:
- PANTHEON documents – Adds a link to a PANTHEON document (e.g.: 23-0100-000018);
- DMS Documents – Adds a link to a document from DMS (e.g.: 23-DMS0-000016);
- Subjects – Adds a link to a subject from the Subjects register;
- Contact – Adds a link to a contact from the Subjects register;
- Employee – Adds a link to an employee from the Employee Files register;
- Task – Adds a link to a task from the To-Do list.
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Then, depending on the selection in the first field, the other fields change accordingly. They can be as follows:
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Doc. type
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Select the document type from the drop-down list.
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WARNING
The Doc. type field is only visible if the Link type selected is PANTHEON documents.
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Document
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Select the document from the drop-down list.
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WARNING
The Document field is only visible if the Link type selected is PANTHEON documents or DMS Documents.
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Classification
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Select the classification from the drop-down list. If you click on the button, the Search by form opens.
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WARNING
The Classification field is only visible if the Link type selected is DMS documents.
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Subject
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Select the subject from the drop-down list. If you click on the button, the Search by form opens.
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WARNING
The Subject field is only visible if the Link type selected is Subject or Contact.
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Contact
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Select the contact from the drop-down list. If you click on the button, the Search by form opens.
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WARNING
The Contact field is only visible if the Link type selected is Contact.
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Worker
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Select employee from the drop-down list. If you click on the button, the Search by form opens.
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WARNING
The Workder field is only visible if the Link type selected is Employee.
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Task
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Select the task holder from the drop-down list. If you click on the button, the Search by form opens.
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WARNING
The Task field is only visible if the Link type selected is Task.
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