Link appointment to project

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

You can link an appointment to a project in Yuki from the Calendar.

The Calendar is only available when a user with the role ‘Management’ role has selected the Small, Medium, Large or Unlimited bundle through the Yuki Store in the domain.

Only a user with access to a project can link an appointment to that project.

Hover your mouse over the Calendar icon in the navigation bar and then click on New appointment or open an existing appointment and click on the Edit button.

The following screen is opened:

Click on the magnifying glass in the Project field and select a project to link this appointment to a project.

When you enter a name in the Project field, the project is immediately created (if the project does not already exist). This new project is then accessible by default only to yourself (as administrator). As administrator you can set the security of the project.

After clicking on the Save button, the appointment is linked to the project.

View linked appointment in project

You can find the appointment in the project under the Links of the project as well as on the Summary tab.

Links (Appointments)

Summary