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How do I create, update, and attach documents to tasks?

Updated

You can store a link to documents in tasks that can be downloaded for printing. In this way, you can manage documents for paper printing centrally to maintain clarity and consistency.

Create documents

Before the documents can be used, they must be created.

Required rights: View, edit and create documents

Proceed as follows:

  1. Open the page Documents.
  2. Click on the button  Create. The input form Document is displayed.
  3. Fill out the input form.
    How to complete the form can be found in the main article: Document
    • Name*
    • Organisational Unit*
    • Placeholder Name
    • File*
    • Description
  4. Click the button Create to save the entry. The Document page is displayed.

Update document

The stored file can be updated in documents that have already been created. Previous files are not deleted, but remain in the file history and are used for documentation and traceability.

Required rights: View, edit and create documents

Proceed as follows:

  1. Open the page Documents.
  2. Click on the name of the document you want to edit. The page Document with the details of the document is displayed. The Data tab is opened.
  3. Click on the edit icon  in the Properties or File area, depending on what you want to change.
    Important information on changes in this area can be found in the main article: Document
    • Name
    • Placeholder Name
    • File
    • Description
  4. Click on the button Update to safe the changes.

Add a document to tasks

Created documents can be saved in tasks via a placeholder. be stored in tasks and/or task templates in order to display them there.
This is possible both in tasks that have already been created and in tasks that are currently being created.

Required rights  

  • Create task or create task package
  • View, edit and create documents

Proceed as follows:

  1. Create a task or task template.
  2. Click on the position in the Description field where the link to the document should appear.
  3. Click on the placeholder symbol [T] and type in the word "document". All available documents are displayed.
  4. Select the appropriate placeholder.
  5. Click on OK. The placeholder can now be found in the selected position in the task description.
  6. Click on the button Update to safe the changes.

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