Attaching a document to a task

G

Guest

How can I attach a document to a task rather than having
it reside an an attachment within the Notes?
Thanks. Lynn
 
D

Dale Howard [MVP]

Lynn --

To attach a document to a task, do the following:

1. Select the task
2. Click Window - Split
3. Right click in the lower viewing pane and select Objects from the
shortcut menu
4. Make sure that the large white workspace area of the lower pane is
selected (a dark outline appears around it)
5. Click Insert - Object
6. Select the Create from File option
7. Click the Browse button, locate and select the file, then click Insert
button
8. Select the "Display as Icon" option
9. Click the Change Icon button
10. Change the Label value to the name you wish to call the document
11. Click OK and then click OK again

Steps 8-10 are option, depending on whether you wish to see the document as
only an icon or as the full document. Do know that the above procedure
makes a duplicate copy of your document and embeds it within the project
plan. If you are using Project Server 2002 or 2003, this procedure is
unnecessary as you can upload documents to the document library for the
project. Hope this helps.
 
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