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Linking VistaWork tasks to the rest of Vista Social

Kat Antonio
Plan ✓ Professional ✓ Advanced ✓ Scale ✓ Enterprise

Linking connects a VistaWork task to something you're already working on elsewhere in Vista Social, so the task always reflects the current state of that item instead of sitting as a static note.

  • Posts
  • Messages
  • Ideas
  • Listening results
  • Reports
  • Automations
  • Advocacy items
  • Pages
  • Ask Vista chats and agents

Linked items stay live. For example, if a linked post moves to published, that update shows up wherever the task references it, instead of you having to check back manually.

Creating a linked task

1. From a post, idea, listening result, report, automation, advocacy item, or page, press Shift + T, or use the menu option to create a task.

Where to find the "Create task" option per section:

Calendar

Inbox

Automations

Reports

Reviews

Listening

Pages

Advocacy

Ask Vista

2. Once Create Task is clicked, the Create a task window opens with the item automatically linked to it. You can then choose to create a new task or link to an existing one.

3. Fill in the task details and save. The item you started from is automatically linked to the task.

1. Open the task.

2. Select the option to add a link.

3. Choose the type of item you want to link, then select the specific item.

Best practices

  • Link a task the moment you spot an issue, for example while reviewing a report or a listening result, so the context isn't lost
  • Use Shift + T as a shortcut instead of navigating to Work and creating the task separately
  • Add multiple links to a task when several items are related, instead of creating separate tasks for each

Frequently Asked Questions

Q: What's the fastest way to create a task from something I'm looking at?

A: Press Shift + T from that item to open the task creation window with it already linked.

Q: Can I link more than one item to the same task?

A: Yes. You can add multiple links to a single task from within the task itself.

Q: Do linked items update automatically?

A: Yes. Linked items reflect their current state, so you don't need to recreate the task if something changes.

 

Need help?

Reach out to our support team, and we are happy to help.

Related Reading:

Creating and managing tasks in VistaWork

Getting started with VistaWork

Views in VistaWork: board, list, and calendar

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