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 Menu Item.
   
   
   
   
4.  Click on the Action item name. 
   
   
   
   
5. Click on Documents Tab.
6. Click on Add button.
   
   
   
   
7. Select the file.
8. Click on Click on Attach file button.
   
   
   
   
9. Complete Document Details Section.
10. 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