Relate a doc with a task, right from the task.

You can also relate tasks to Docs from the page of a Doc.

View and add related Docs from a task

You can view and add related Docs from a task in three places:

• The Relationships section below the task description.
• The Relationships page in the right sidebar.
• The task settings menu.

Relate a Doc from a task

To relate a Doc from a task:

1. Access Relationships:
   • Scroll to the relationships section below the task description. Or, click the relationships icon above the task title.
   • In the right sidebar, click the relationships icon.
   • In the upper-right corner, click the ellipsis ... icon and select Relationships.
2. In the upper-right corner, click the plus icon.
3. Click Relate a Task or Doc, then:
   • Search for a Doc.
   • Click the Docs tab to browse recent Docs.
4. If a Doc has already been related to the task:
   • Hover over the Related Docs section.
   • Click the plus icon at the top of the section, or Relate Docs below the table.
   • Search or browse recent Docs.
5. Select a Doc to relate it to the current task.