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Add linked actions to task template items

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Summary 

Learn how Linked Actions enhance Task Templates by connecting each task to a specific action, such as Add File, Edit Listing Info, or Add Inspection.

This article covers:

About linked actions in task templates

Linked Actions help users complete tasks more efficiently by providing direct access to relevant actions within Box+Dice. Depending on the task type and configuration, a linked action button may be available to guide users to the next step in their workflow.

This reduces navigation, streamlines task completion, and helps ensure important activities are completed consistently. When configured, linked actions can also open associated templates, forms, records, or other workflow-related actions directly from the task.

Add a task template item with a linked action 

You can add custom Linked Actions to task items where the Task Type is set to Task. Email, SMS, and Phone task types use built-in linked actions that are automatically provided based on the task type. Email and SMS tasks can also be linked to a specific template.

To add a link action:

  • Go to: Settings > CRM > Task Templates
  • Click + Add or select a template to edit
  • Select the Template Type (Company or Personal)
  • Select Related To (e.g., Sales Listing)
  • Enter a Template Name
  • Click Continue
  • Select a Group Color (Optional)
  • In the task template, select + Add
  • Select Consultant or Role as the assignment method
  • Set timing under Contact After (e.g., 0 days, –1 days)
  • Select Task Type to Task
  • Select Priority
  • Select a Linked Action from the list
  • Enter a clear Description or Subject for the task
  • (Optional) Add a Task Note
  • Click Save

Once saved, the Task Template item will display the chosen Linked Action. 

  • Click Save

When you later encounter this task on a listing, a button appears beside it, such as Add File, Edit Listing, Add Inspection or Phone Note taking you straight to the correct workflow step.

Note: Linked actions are also available for Contact‑based tasks, making them ideal for nurture campaigns, follow‑ups, and ongoing contact engagement.

What's next?

Understand and apply task workflows.

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