Our genius implementation consultant came up with an awesome solution. He made an extra tab on the Task level with the URL for the Project Documents. We also had him add another tab that shows information from the custom form. This way all information to execute the task remains on the task level...

You have my vote!! We decided to end up sharing those tasks that required those documents so that we only had to access them on the task level. But it should be easy to push down to the task level. MY SUGGESTION TO WORKFRONT>> Maybe we can set up some folders on the template level for tasks that ...