Overview

You can share Tasks internally with members of your team by simply copying the Task link and sharing it with your team. Task links can be copied in three ways: through the Task Overlay, from the Task Sheet itself and using the Task ID. Task ID is a unique code assigned to each Task which can be used to share the Task.

Copying Task Link from Task Overlay

1. From the Portfolios window, navigate to the Project with the Task you want to share and click View Project.

2. In Task Sheet, Timeline or Kanban view, click the Options icon on the Task you want to share and select View Details.

3. In Calendar view, click the bar corresponding to the Task and then click Maximize.

3. Click on the Copy Link button on the top right corner of the Task Overlay to copy link to clipboard.

4. This link can now be shared internally with other users. Once opened, the URL will open the Task Overlay.

Copying Link from Task Sheet View

1. In Task Sheet View, click the Options icon next to the Task name.

2. Select the Copy Link option from the dropdown.

3. You can share this link with your team members internally.

Sharing a Task Using Task ID

1. In Task Sheet view ensure that the Task ID column is active. If it’s inactive, you can activate it using the Manage Column option.

2. Hover over the Task ID of the Task you want to share and click the Click to Copy icon that appears on the right.

3. Pasting this Task ID on your communications channels will share the Task link with your team members.