Including a document hyperlink attached to a Task that can show up on project level report | Community
Skip to main content
quarkmage
Level 3
March 27, 2025
Question

Including a document hyperlink attached to a Task that can show up on project level report

  • March 27, 2025
  • 1 reply
  • 364 views

I have projects for which tasks often have a primary document associated with them.
I am having engagement issues regarding collaboration on living documents.  A barrier is the need to download a doc, make edits, and then re-upload to WF.

I like these controls on some documents, others I was to promote more collaboration and work on a living document.
Can I include a hyperlink to a document associated with a task that would allow team members to access the document, say in one-drive or other platform that allows for multiple users to edit and access and autosave.

1 reply

Sven-iX
Community Advisor
Community Advisor
March 27, 2025

You may want to look into connecting to Drive or Sharepoint, then the document that shows on the task is accessible (provided the user has permissions) and they can collaborate. 

 

You could also create a custom field that you poplulate with the URL, and you can show that field in a report. 

 

 

quarkmage
quarkmageAuthor
Level 3
April 16, 2025

Thanks for the response @sven-ix .

recently reviewing custom fields and forms with a new user i noticed the URL type of custom field and likely will explore that first.