Attach a file to a task

by cdeschamps June 7, 2011

Within PlanningPME, you can create customised fields in order to adapt the software to your activity.

As many customers ask for it, here is a post to show you how to create an additional field type "hyperlink" that allows you to attach a file for a job. So, from the task window, it will be possible to open any kind of file as a Word document or an Excel or a PDF file.

Watch our video to learn how to link a file to a task:

You will then be able to open a document from a task:

 

Do you want to know more about PlanningPME features?

Have a look at our documentation:

http://www.planningpme.com/documentation.htm

 

Keywords:

Filed Under: Videos

Comments are closed