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:
- 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.
- In the upper-right corner, click the plus icon.
- Click Relate a Task or Doc, then:
- Search for a Doc.
- Click the Docs tab to browse recent Docs.
- 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.
- Select a Doc to relate it to the current task.