Link tasks to work orders, invoices, quotations, and projects

Keep task follow-up connected to the right business record.

You can link a task to other records in OutSmart.

This keeps the task connected to the work it belongs to.

Common links

Tasks can be linked to:

• work orders
• invoices
• quotations
• projects

1

Open the task

Create a new task or edit an existing one.

2

Choose the record field

Open the field for the type of record you want to link.

3

Select the record

Choose the correct work order, invoice, quotation, or project.

4

Save

Save the task.

Why linking helps

• it gives context
• it improves navigation
• it keeps follow-up close to the source record

Frequently asked questions

Can I still link a task directly to a customer?

Yes.

That is still the standard context for many tasks.

Can one task be linked to more than one type of record?

That depends on the fields available in your setup.

Review the task form in your environment.

What happens if a linked record changes later?

The task stays in place.

The linked context depends on the current record data.

Related topics

• Tasks
• Create a task from a customer card
• Filter and search tasks