Function documentationAdding Documents to a Task

 

You can add one or more documents to any task.

Activities

To add one or more documents to a task, double-click the task.

  1. Go to the Documents tab page.

  2. Choose Create.

  3. In the Create/Modify Document dialog box, choose the function Create New Document.

  4. Enter a short description and the relevant file type or URL.

  5. Repeat the above steps for any other documents that you want to add.

Caution Caution

Save the task. The documents that you have added are now displayed the next time that you call the task.

End of the caution.