Unlink a ConceptShare Project from a Task
Use the Reviews menu on the Task Card to unlink a ConceptShare Project from a task. This allows you to link the task to a different Project.
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In WorkBook, you must be a System Administrator, an Advanced User, or a Basic User with access to new pages.
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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).
To unlink a Project from a task:
- Navigate to the task linked to the ConceptShare Project that you want to unlink.
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Click
Task Settings
to open the Task Card, and then click
Reviews - ConceptShare
.
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On the screen click
Grid Actions Menu
> Remove Project Link.
- When prompted for confirmation, click Delete.