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. Select the file.
9. Click on the Click to Attach File button.
   
   
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10. Complete all the fields and 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