Establish link between task(s) of customer:
How to Install this update?
1: Login from Admin user of account
2: Navigate to Recent Updates section
3: You will find this update as Link Task
4: Click Install
Here we can able to link previous task with new one for reference purpose. In this you can able to see the previous documents, logs which will help you to complete the current task.
Task linking can be done at 2 stages of task life cycle as following:
1. During task creation: Refer below screenshot
2. During task execution: Refer below screenshot
HOW IT WORK?
Linking between 2 task gives you easy access of the documents and notes attached with earlier executed task for similar kind of task. For ex. refer below screenshot
Linking of task can frequently be used for TRIBUNAL APPEALS, CIT APPEALS, Follow-up tasks, etc.