Resource Linking
In one sentence
It lets collaboration attach directly to your fabric business data. A task / a share / a file can each be linked to specific objects such as samples, quotations, sales orders, and purchase orders; open one and you can jump between them, with no back-and-forth searching.
This is what sets Jenny's collaboration apart from generic collaboration tools (like Teambition): generic tools are just blank task boards, whereas Jenny's collaboration links directly to the fabric-business objects you're actually working on — and that's irreplaceable.
What resources you can link
In the details of a task / share / file, click "+ Add from resources" to link any of the following types:
| Business object | Document / collaboration |
|---|---|
| Sample | Task |
| Quotation | Share |
| Sample dispatch order | Cloud drive file |
| Selection order | |
| Sales order | |
| Purchase order |
Linking is two-way: attach a sample to a task, and that link also shows up in the collaboration related to that sample.
How to link
- Open the details of a task / share / file
- Find the "Related resources" section and click "+ Add from resources"
- At the top of the popup, switch the resource type (sample / quotation / sample dispatch order / selection order / sales order / purchase order / task / share / cloud drive file)
- Search for and tick the objects you want to link (multiple selection allowed)
- Click "Confirm Link"
You can also link quickly from a comment
Paste the corresponding link in the comment box to establish a link quickly, without opening the popup every time.
Why it's useful (typical scenarios)
- A single follow-up task with this order's sample + sales order attached → during follow-up you instantly see what to ship and to whom
- A share post discussing a quotation, with the corresponding quotation attached → the data sits right beside the team's discussion
- A customer's design file in the cloud drive, with the corresponding sample attached → the file and the sample stay matched and don't get scattered
Related articles
- Multi-User Task Collaboration — kanban-style tasks, where resource linking is used most
- Internal Sharing — share posts can link resources too
- Cloud Drive and File Sharing — files can link resources too