Book Discovery

Workflow that drives performance

Workflow is where performance is won or lost.

Link brings your entire year into a single, structured view, where every task is visible, prioritised, and connected to capacity. With drag-and-drop control, instant search, and fully customisable task states, your team always knows what to do next and in what order.

Built seamlessly connected with capacity, timesheets, and performance tracking, every interaction updates the system in real time. The result is workflow that doesn’t just organise work, it actively drives performance across your entire firm.

Workflow that drives performance

Why Choose Link for Workflow?

Most practice management apps fall short on workflow. They split work across multiple boards, rely on basic sorting, and leave capacity completely disconnected. The result is fragmented visibility, difficult prioritisation, and tasks that get lost.

Link brings everything into one place. Your entire year of work sits in a single, searchable view, with drag-and-drop control to prioritise tasks exactly how your team needs. No switching between boards. No guessing what comes next.

Because workflow is fully connected to capacity, every decision is grounded in reality. You’re not just organising tasks, you’re managing workload, protecting your team, and driving performance with complete clarity.

Why Choose Link for Workflow?

See it in action

Workflow gives each team member one clear, prioritised list of what to work on next. Search tasks, reorder work using drag-and-drop, enter timesheets, view live capacity, all while connected seamlessly with Xero Practice Manager.

Team Workflow
Team WorkflowTeam Workflow
My WorkflowMy Workflow
Custom Task StatesCustom Task States
TimesheetsTimesheets
Workflow NotesWorkflow Notes

See for Yourself

Explore how Link delivers Work in Progress reporting in a live, self-guided demo.