How do I link a task to a record?
Tasks can be linked to existing records for context and traceability.
Supported Entity Types
| Entity | What You Can Link |
|---|---|
| Employee | Link to a specific employee record |
| Leave Request | Link to a leave request |
| Expense Request | Link to an expense request |
| Separation Request | Link to a separation request |
How to Link
- On the task edit form, find the Related To section
- Select the Entity Type from the dropdown
- Search and select the specific Record