Referencing in tasks
Add references (links) to tasks that contain important context about the task. References can be:
Data Room items - files & folders
Add a reference to a task
Navigate to the workspace that contains a task module
Navigate to the relevant task module
Click on the task in question
Click on the "+" icon in the right hand side navigation panel
Select what type of reference you would like to add
Navigate to the item you would like to reference and add it to the task - multiple references can be added per task, if required
Please note, if the workspace isn't restricted, you can reference any contact in your contact book, and any workspace module or data room item, where you have permissions, not just the workspace you are currently working in.
View task references in the document viewer
If you have referenced a data room file to a task, you will be able to see the task within the document viewer under the "References" section in the right hand panel.
Please note that you will need to have the necessary permissions to view the task in order for it to be visible in the file viewer.
To learn more about tasks, visit the collection of articles in our help guide.