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Live Links

Learn how to add live, clickable links to your records, tasks and chat — and how to use them once they are added. Live links connect straight to an external document or website, keeping everything you need just one click away. 

 

Adding a Live Link to a Record or Task

  1. Create a new record or task by selecting the plus icon, or find an existing one and select Edit.
  2. In the Content box, type or paste your link alongside any notes or instructions you want to include.
  3. Add any other details you need — attachments, tags, assignees, paddocks or map layers.
  4. Select Save. Your link now appears on the record or task, ready to use. 

NOTE: You can add as many links as you need, and edit or remove them at any time by selecting Edit.

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Adding a Live Link in Chat

  1. Open the chat you want to add a link to and select the Write a message bar.
  2. Type or paste your link alongside any message you would like to send.
  3. Select the send icon. Your link now appears in the chat, ready to use.
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Opening a Live Link

  • When you or your team open a record, task or chat, you will see the link.
  • Select the link to be taken straight to the live document or website.

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What You Can Use Live Links For

  • Third party resources like Google Drive documents

  • Website logins

  • Industry resources like training videos, live inventories and safety data sheets

Related Articles

  1. Create a Record
  2. Create a Task
  3. Create New Chats
  4. Basic Chat Functions
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