# Linked Records (https://docs.carlio.app/docs/tasks/link-a-task-to-records)

Connect a task to a car, a deal, a customer or a partner, or add the car from the task



A task may link to one car, one deal, one customer and one sales partner. The links appear in the **Linked Records** card on the **Overview** tab of the task page.

**Requirements:** the **Edit Any Task** permission. The rows **Deal**, **Customer** and **Partner** appear only for team members who may read those records. Adding a car also requires permission to create cars.

## Link or change a record [#link-or-change-a-record]

1. Open the task page. The **Overview** tab is the default.
2. In the **Linked Records** card, find the row **Vehicle**, **Deal**, **Customer** or **Partner**.
3. Select **Link** on a row that reads **Not linked**. Select **Edit** on a row that has a record.
4. Choose the record in the field.
5. Select **Save**.

A linked record shows its name as a link to its own page. A linked car also shows its status badge.

To remove a link, select **Edit**, empty the field and select **Unlink**. A change to one row does not alter the other rows.

## Add the car from the task [#add-the-car-from-the-task]

An inspection often concerns a car that is not yet in the inventory. The **Vehicle** row then offers **Add To Inventory**.

**Add To Inventory** appears only when all of these conditions hold:

* The task has no linked car.
* The task type is a car type. The types **Follow-up**, **Payment Collection** and **Other** never offer it.
* The team member may edit tasks and create cars.

1. Select **Add To Inventory**. The car form opens over the task page.
2. Review the prefilled fields. Enter the make, the model and the other details of the car.
3. Save the car.

The new car links to the task. The form prefills two items from the task:

* The **Link** of the task, when it is a valid car listing address.
* The notes of the car. The notes state the number of the task and its result, followed by the summary of the task. They also list each checklist line with the answer **Problem**, with its note. When the task has no result, no summary and no problem line, the notes stay empty.

If the task already has a car, the dialog states that the task is already about that car. Change the link on the **Vehicle** row to point at a different car.

## Link at creation [#link-at-creation]

The same four links are available in the **What it's about** section of the **New Task** dialog. See [Create a task](/docs/tasks/create-a-task).

## Terms [#terms]

The row is named **Vehicle** in the dashboard. The guides use the word "car".