Linking Activities to Updates, Time, and Expenses

Connect planned work to its results by linking a case update to the relevant task or event.

Create a linked update

Open the task or event detail page.
Select Add Update when available.
Document the work and confirm the related activity.
Add any supporting case attachments or timestamped observations.
Review the update’s visibility and save it.

You can also select Related Task/Event while creating an update from the case Updates tab.

Record time and expenses

Use the separate time and expense workflow to record actual work and costs. Where available, choose Add time & expenses after saving on the update form. Activity detail pages let you review linked updates and billing entries together.

Tasks and services

The task form can link a Service for budget tracking and invoicing context. Events do not use that field in the activity form; their costs are derived from the associated updates and time or expense records.

Keep the records distinct

Scheduling an event, completing a task, writing an update, and recording timestamped timeline notes do not automatically create billable time. Review actual time and expense entries and any calendar fulfillment requirements before closing out the work.

Tip: Use a clear activity title and a factual update so reviewers can connect the assignment, results, and costs without guessing.