Linking Tasks to Content
Updated
Link a task to the post it relates to so you can find the work from either place. A task can link to one post, and a post can have several linked tasks.
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Linked content
September workshop announcement
Link an Existing Task
- Open the task and click Link content below the title.
- Search for the post by title, notes, caption or platform.
- Use the filters or sort menu if you need to narrow the results.
- Select the post to link it.
| Control | Options |
|---|---|
| Stage | Idea, Draft, Review, Scheduled or Published |
| Board placement | On content board or Off board |
| Sort | Recently updated, Recently created, Title A-Z or On board first |
The linked post appears below the task's properties. Click it to open the content. To choose a different post, click Change.
The link applies to the whole post, including its channel versions. You cannot link a task only to one channel's version.
Create a Task From a Post
- Open a saved post in the composer and select Tasks.
- Enter a title in Add a task for this content.
- Click Create.
- Open the new task to add assignees, a due date or other details.
The task is already linked to the post and also appears on the task board. If the post is new, save it before adding linked tasks.
Check Linked Work
The composer's Tasks tab lists the post's linked tasks with their columns and assignees. Click a task to open it.
On the Content Board, the post card shows completed tasks out of the total. Hover over the badge to see how many are still open.
A task counts as completed when it is in the default Done column, even if you renamed that column. Completing checklist items alone does not complete the task or change this count.
Remove a Link
- Open the task from the task board or the post's Tasks tab.
- Click Unlink beside the linked content.
The task and post both remain. Linking, changing the linked post and unlinking are recorded in the task's Activity tab.
Questions
Why link a task to a post?
Link a task so you can open it from the post and see the post's task completion count on the Content Board.
How do I link a task to a post?
Open the task, click Link content, find the post using search or filters, and select it.
Can I go the other way?
Yes. Open a saved post in the composer, select Tasks, enter a task title, and click Create. The new task is already linked.
Can a task link to one channel's version of a post?
No. The link applies to the whole post, including its channel versions.
Can one task link to several posts?
No. A task can link to one post, but several tasks can link to the same post.
Where does the link show up?
The task shows its linked content. The composer lists linked tasks in Tasks, and the Content Board card shows completed tasks out of the total.
What happens if I unlink?
The task and post remain. Only the link is removed, and the change is recorded in the task's Activity tab.