Links on Workflow Tasks let you:
Keep your software tools exactly one click away, letting you jump right into the app that you need to get the job done
Bookmark a helpful screen-cap, flowchart, spreadsheet, or other resource that guides your team through a complicated workflow step
You can add a Link to a Task by selecting the in-line Description icon:
Then select the Add Link button:
You can paste the link and add an optional name before selecting the Add button to continue:
You can edit or remove a link through the Options Menu:
Select the Save button to finish editing that task:
You can expand the task's description to preview the Link by selecting the Description icon in-line with that task:
You can select Edit Task Details from the Task's menu to make changes:
Task Links will be included with the Task when a client is added to this Workflow. Select the Description icon in-line with that task to show and hide:
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