Links Module

Module Overview

The links module is where you store quick links for reference and attach them to Projects or Tasks.

This is particularly useful to store client or vendor websites, but can be used for a number of purposes including links to external project files. Links attached to a project or task also appear on that project’s or task’s Links tab.

Links List View (Links Index)

Select Links in the sidebar to see the list. It has an “All Links” tab and one tab per link category. The categories are the LinkType lookup values in System Admin; a new installation has Unknown, Document and Application. They help you sort your links so you can find them quickly.

At the top of the page are a search box, a Filter drop-down to show one project’s links, and the “New link” button.

By default the list has these columns:

• An edit icon, and an open icon that opens the link in a new window
• Link Name: click it to open the link
• Description
• Category
• Project Name and Task Name: what the link is attached to, if anything
• Owner: who created it
• Date: when it was added

Links Add/Edit (Links addedit)

To add a new link, choose “New Link” from the “New Item” menu, or use the “New link” button on the Links list or on a task’s page.

The form has these fields:

• Link Name: what is shown in the list
• Created By: the link’s owner
• Category: puts the link on one of the list’s tabs
• Project and Task: optional; attach the link to a project and one of its tasks
• Description
• URL: the address. If you leave off the http:// or https://, Web2project adds http://.

When you edit a link, the “delete link” link at the top of the form removes it.