Uploading Documents to an Action Item

Step-by-step guide

1. Click on "Module" Icon.
2. Click on "Task Management" Menu Item.
3. Click on "Manage Tasks" and select your action item. 
4. Click on "Documents" Tab.
5. Click on "Add" button.
6. Select the file.
7. Click on "Click on Attach file" button.
8. Complete "Document Details" Section.
9. Click on "Save" button.
   
   

Related articles

• Page:
  Orphan Action Items
• Page:
  Exporting to Excel
• Page:
  Closing an Action Item in the Calendar
• Page:
  Deleting an Action Item
• Page:
  Overview of Action Item Status Flags