🔗 Inserting Links in Process Activity Description Fields

🔍 Content

🛠️ How it works

📌 Insert a link in a process activity

Open the desired process activity.
In the “Description” field, highlight the text to be linked (e.g., “Project Plan SharePoint” or “Jira Ticket”).
Click the link icon (🔗) in the toolbar.
Enter the desired URL (e.g., a link to a file in SharePoint or a website).
Optional: Enable “Open in new tab” so the link opens in a new window.
Click “Update” to save the link.

📸 Screenshot: Adding a link in the description field
📸 Screenshot: Saved, working link in a process activity

📌 Suitable use cases

ℹ️ Info

Links allow direct access to external content or files but do not trigger further actions within the system.
Regularly check whether the linked content is still current and accessible.

✨ Tips & Best Practices

💡 Use descriptive link texts such as “Download Project Plan (Excel)” or “Jira Ticket ABC-123” instead of “Click here.”
✅ Use links strategically for complex topics or quick access to relevant documents.
🔄 Keep the number of links per description manageable – one or two targeted references are usually enough.

❓ FAQ

Can I also link to external websites?
→ Yes, but make sure to respect data privacy and ensure that all relevant users have access to the page.

Who can add links?
→ Only users with write permissions in the respective process activity.

Are the links visible in the swimlane overview?
→ No, links are only clickable in the detail view of the process activity.

This article explains how to insert links to files, websites, or internal content in the description fields of process activities. This ensures that important information is easily accessible in the direct context of the activity.