Associate an interaction with a task record
Associating a record to an interaction leverages data to streamline processes, enhance the customer experience, and improve resolution time.
Before you begin
Role required: itil or admin
Procedure
Navigate to Workspaces > Service Operations Workspace.
Select the List (
List icon\) icon.
Select Interactions > Open.
Select the interaction record.
Select More Actions (
More actions\) icon, and then select **Associate record**.
A modal is displayed with the list of records.
Associate records
Select the record that must be associated to the interaction.
You can select multiple records at once.
Select Associate.
The selected records are associated with the interaction.
Parent Topic:Interaction Management in Service Operations Workspace
Related topics
Create an interaction in Service Operations Workspace
Work on an interaction in Service Operations Workspace
Collaborate using Microsoft Teams from an interaction record in Service Operations Workspace