Add a linked document to a schedule

Before you begin

Tip:
  • Mobile-sized Task List only: To view Microsoft Office 2007 and later documents inside an Internet Explorer browser window, add a registry patch.
  • Web Task List only: To open embedded documents, set the URI for each link to an absolute path, save documents in a folder on a server, and give the folder share permissions.

Procedure

  1. In the navigator, click Workflow > Schedules.
  2. In the resource type list, select a resource.
  3. In the Displays panel, click Workflow Management > Workflow Editor.
  4. Click the Task Details tab, and then click the Linked Documents tab.
  5. In the Task/Task Steps panel, select:
    • The workflow to add a document to the task.
    • A subprocess to add a document to the task step.
  6. Click Add.
  7. Click Browse to select the file or web site address, or in the URL/UNC field, enter the full path to the document, or the web address of the web site.
  8. In the URL/UNC Text field, enter a name for the file or web site, or accept the default.
    Note: The full file path or web site address must be entered.
  9. To view the document or web site, click Preview.
  10. Click Save.