Relate Docs from tasks

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:

Screenshot of a task highlighting related Docs.

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:
    1. Hover over the Related Docs section.
    2. Click the plus icon at the top of the section, or Relate Docs below the table.
    3. Search or browse recent Docs.
  5. Select a Doc to relate it to the current task.

Screenshot of the Relationships section, highlighting the buttons to add related Docs.