Link Management

14 min

with the link management feature, you'll have a report of all active and inactive links created for all activities analyze which activities are not linked, and maintain control you can also link activities individually \accessing link management\ to access it, follow the steps below open the my desk application click on ⚙️ settings at the top click on link management in the left side menu a list of all created links will be displayed \search\ in the upper left corner of the screen, there is a search field where you can search for any attribute, such as id number, activity name, sla type, and more to search, simply type the desired attribute in the text box, and the results will automatically be filtered as you type to clear the search, you can delete the text using the backspace key on your keyboard click the "x" at the end of the text box to clear all typed text click the red text " \clear filters\ " next to the search box a small window will appear with the message ⚠️ are you sure you want to clear all filters? click yes to confirm and clear the filters \ sorting \ sorting can be applied directly from the vínculos table header click the icon to sort in ascending or descending order, adjusting how the items are displayed based on the selected column you can change the sorting for any column in the table \ filtering links \ you can filter the vínculos table by a specific attribute directly in the desired column with the exception of vínculo id, dates, and action , all other columns have filtering options activity filter by one or more available activity types portfolio filter by one or more available portfolio types calendar filter by one or more available calendar types executor group filter by one or more available groups sla filter by one or more available sla types flow filter by one of the two available flow types status filter by one or more available status types 🔘 to apply a filter to a specific column click the filter icon next to the column name select one or more attributes to activate the filter click the \[ok] button 🔘 to remove an individual filter click the filter icon in the desired column click reset click the \[ok] button 🔘 to remove multiple filters at once click clear filters (in red) next to the search box a small pop up message will appear ⚠️ are you sure you want to clear all filters? click yes a confirmation message will appear at the top of the screen ✅ filters cleared \ action button \ at the end of each vínculo row, there is an individual action button that allows you to quickly perform available actions the available options in the action button are link; edit; unlink \ linking when an activity has no existing link, only the link option will be available to link an activity, follow these steps click the action button \[ ] click link a window will appear in the center of the screen select options from the dropdown lists date this field cannot be changed executor group calendar response time (sla) closure flow \ edit links with this option, you can edit all attributes except the start date after making the necessary changes, click save to apply the updates \ unlink to unlink an activity from a service, follow these steps click the action button \[ ] select unlink a small window will appear at the top of the screen with the following message are you sure you want to unlink the activity "activity name"? click the red button – \ unlink \ a confirmation message will appear at the top of the screen ✅ activity successfully unlinked!