> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/tasks/link-tasks-to-work-orders-invoices-quotations-and-projects.md).

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

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

{% stepper %}
{% step %}

### Open the task

Create a new task or edit an existing one.
{% endstep %}

{% step %}

### Choose the record field

Open the field for the type of record you want to link.
{% endstep %}

{% step %}

### Select the record

Choose the correct work order, invoice, quotation, or project.
{% endstep %}

{% step %}

### Save

Save the task.
{% endstep %}
{% endstepper %}

### Why linking helps

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

### Frequently asked questions

<details>

<summary>Can I still link a task directly to a customer?</summary>

Yes.

That is still the standard context for many tasks.

</details>

<details>

<summary>Can one task be linked to more than one type of record?</summary>

That depends on the fields available in your setup.

Review the task form in your environment.

</details>

<details>

<summary>What happens if a linked record changes later?</summary>

The task stays in place.

The linked context depends on the current record data.

</details>

### Related topics

* [**Tasks**](/marketplace-packages-and-power-ups/power-ups/tasks.md)
* [**Create a task from a customer card**](/marketplace-packages-and-power-ups/power-ups/tasks/create-a-task-from-a-customer-card.md)
* [**Filter and search tasks**](/marketplace-packages-and-power-ups/power-ups/tasks/filter-and-search-tasks.md)


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