Uploading Documents to a Library Action Item

Step-by-step guide

1. Click on the "Setup" Icon.
2. Click on the "Module Setup" Menu Item.
3. Click on the "Task Management" Menu Item.
4. Click on the "Action Item Library" Menu Item.
5. Select an Action Item from the Action Item List.
6. Select "Documents" Tab.
7. Click on the "Add" Button.
8. Browse/Upload the file from the system.
9. Click on the "Click to Attach File" Button.
10. Click on the "Save" Button.

Related articles

• Page:
  Using the Task Import Tool
• Page:
  Creating a Task in the Action Item Library
• Page:
  Action Items List View Tab Overview
• Page:
  Action Items Snapshot Tab Overview
• Page:
  Manage Action Items Overview