Linking tasks to entities
Link a task to an entity when the work belongs to a specific record. The task then appears on that entity’s Tasks tab.
Where to find it
Section titled “Where to find it”Open or create a task. You can then select an entity in the Entity field for that task
Link when creating or editing a task
Section titled “Link when creating or editing a task”- Create a task or edit an existing task
- Click in the Entity field
- Select an entity from the list
- Click Create Task to save a new task. When editing an existing task, the entity selection saves automatically.
OhYeh links one entity per task.
Tasks without an entity
Section titled “Tasks without an entity”A task is NOT required to have an entity attached to it. Internal work (team meetings, workspace setup etc) often needs no entity. Leave the selector empty.
Work spanning multiple entities
Section titled “Work spanning multiple entities”Pick the primary entity and mention others in the description, or split into separate tasks per entity.
Filtering
Section titled “Filtering”With entities linked, filter the Tasks list by entity to see all work for a specific entity.
Roles vs entities
Section titled “Roles vs entities”- Entity: what or who the work is about
- Role: who on your team is responsible
Both can be set on the same task. See Roles.