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Task Links

How do I open a link?

  • If the link is to a website:

    • Click the link in the links section. The website will open in your default browser.

  • If the link is to a document in a shared drive or on your computer:

    • Mozilla Firefox

      • Right click the link you want to open, then click “Link addon - reveal selected link.”

    • Google Chrome

      • Click the link you want to open.

    • Internet Explorer

      • Open Internet Explorer’s “Internet Options” menu.

      • Go to the “Security” tab.

      • Uncheck “Enable Protected Mode.”

      • Click “Sites.”

      • Add your organization’s KaiNexus url (it’s something like myorg.kainexus.com) to the list of trusted sites and close this window.

      • Click “Apply” to keep your changes.

      • Go to the “Advanced” tab.

      • Scroll down to the “Security” section and check “Allow active content to run in files on My Computer.”

      • Restart your computer.

      • Open KaiNexus and click the link you want to open.

 

Why would I want to attach a link to a Task?

  1. Link to a document in Google Drive so that members of your team can access and edit it in real time.

    Pro Tip: This is a great way to store documents that are constantly updated. Rather than having to delete and reupload the document as an attachment each time it's updated, you can simply add a link to it so that people can check out the changes as they're made.

  2. Link to external resources in order to protect confidential information. Share links to large files rather than attaching and downloading them.

    Pro Tip: This is a great way to share documents stored in a shared drive - anyone who has access will be able to copy the link and open the document, but people without the right permissions won't be able to access a confidential or private file.

  3. To get a link to a file, open your file explorer and locate the file.

    • Right click on its name.

    • Click "Properties."

    • Open the "Security" tab.

    • Highlight and copy the "Object name." This is the link to the file.

 

How do I add a link to an existing Task?

Open the Task to which you want to add a link. Then:

  • Click 2017-10-06_1619.png in the top right corner of the page.

  • Click 2017-10-06_1626.png in the resulting drop-down menu.

__-_Link.jpg

 

In the resulting window:

  • To add an external link, make sure the “Web Link” tab is selected. Then:

    • Enter the title of your link in the “Name” field.

    • Enter the URL in the “Address” field.

  • To add an internal link to some item in KaiNexus, select the “Item” tab.

    • Search for the item to which you want to add a link in the “Item” field. You can search by title or ID number.

  • Click 2017-10-20_1804.png.

 

How do I delete a link?

  • Click 2017-06-30_1714.png at the top of the Links section.

 

  • Click 2017-06-30_1714_002.png next to the link you want to delete.

 
Delete_Link.jpg

  • Click 2017-06-30_1716.png.

 

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