Share Task Links

A task link opens one task for an outside assignee, such as an inspector or a driver. The assignee needs no account. The link is created on the task page.

Requirements: permission to hand out tasks (Hand Out Tasks). The owner and manager roles hold it by default. The task must be assigned to an outside assignee.

Create the linkCopy Anchor Link

1. Open Tasks in the sidebar and select the task.
2. Assign the task to an outside assignee, when it is not yet assigned to one. Until then, the Sharing panel reads "Not created" and states "A link can be created once the task is assigned to an outside assignee."
3. Find the Sharing panel in the side column.
4. Select Create link.

The dashboard shows the message "Share link created". The panel shows the button Open Task and the expiry date in Expires. The link is valid for 30 days.

Send the linkCopy Anchor Link

1. Open the menu with the three dots in the Sharing panel.
2. Optional: select Language and choose a language. The entry Their language is the default and lets the page follow the language of the visitor.
3. Select one of these actions.
   • Copy link. The dashboard shows "Link copied".
   • Send on WhatsApp. WhatsApp opens with a prepared message and the link. The message goes to the phone number of the assignee when one is recorded.
   • Send on Telegram. Telegram opens its sharing dialog with the prepared message and the link.

The prepared message names the dealership and states that a new task is waiting for review.

Replace the linkCopy Anchor Link

1. Open the menu with the three dots.
2. Select Change Link.

The dashboard shows "Share link rotated". The old link stops working at once. The new link is valid for 30 days.

Delete the linkCopy Anchor Link

1. Open the menu with the three dots.
2. Select Delete.

The dashboard shows "Share link revoked". The page stops opening. The panel offers Create link again.

NotesCopy Anchor Link

• The panel states "Anyone holding this link can open the task without an account." while a link exists.
• After the expiry date, the page shows "Link not valid". Select Change Link to issue a new link.
• A task without an outside assignee cannot have a link.
• The assignee can finish the task from the page. The dashboard then sets the task to done and notifies the team. The guide Review what the task page shows describes the page.