Link a Task to an Existing ConceptShare Project

Use the Reviews menu on the Task Card to link a task to an existing ConceptShare Project.

• In WorkBook, you must be a System Administrator, an Advanced User, or a Basic User with access to new pages.

• In ConceptShare, you must have an account with an Account Role that has the permission Configure Integrations with Third-Party Applications enabled (set to Yes).

This task assumes that you have the appropriate permissions to see Projects in ConceptShare.

To link a task to an existing Project:

1. Navigate to the task that you want to link to an existing Project.
2. Click Task Settings to open the Task Card, and click Reviews - ConceptShare .
3. On the screen, click Link Existing.
4. From the drop-down menu, select a Project and click OK.
   WorkBook displays any Review that is associated with the Project that you selected.