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Task Details – Linked Projects

Click on a Task to open the Task Details. Click the Linked Projects tab.
The current Task information will display. Click Add (+).

The current task is the Origin Task.

  • Select the Destination checkbox.
  • Select the Destination Project.
  • Select the Destination Task on this Project, and click the checkbox next to the Destination Task Name.
  • Click Add.

 

Back on the Task Details screen, the Tasks linking the two Projects will display.

Click Save in the Task Details Screen.

 

To view all Linked Projects in Workflow:

Navigate to Portfolio Dashboard / Workflow / Linked Projects / Workflow

Hover the cursor on any Link Arrow between projects, and a Tool Tip displays details of the Tasks and Projects in the linked connection.

 

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Updated on September 15, 2022