View linked documents

You can view additional information that is helpful to complete a task or task step, such as web page content or a spreadsheet. If no documents are available, this feature is not available.

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. Log on to the Task List.
  2. If applicable, select the view you want to work in.
    Note: The default view is the Tasks tab.
    Click...To view...
    Tasks workflow tsks currently being executed.
    Task History completed tasks.
  3. If required, select a task.
  4. Click the Linked Documents button.
  5. If applicable, select one of the following options:
    Note: The name of task/task step is in parentheses.
    For...Select...
    Task-level documents Task
    Tast step documents Task Step
  6. Click the link for the document or web site you want to view.
  7. If applicable, for embedded documents, click Close to collapse the information that you are viewing.