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Associate with Task

Zoho Projects allows you to associate documents, forums, notes, add useful links etc for a task

• Associate Document(s)
• Delete Associated Documents
• Associate Forum(s)
• Delete Associated Forums
• Add Note(s) for Task
• Edit / Delete Note(s)

Associate document(s)Top

You may fix some UI issues and need to associate documents to highlight the usability issues through various screen captures.

1. Click on Notes icon near a particular task
2. A small dialog box opens up
3. Click on Associate document tab
4. Select a folder with documents
5. Click on Associate Document icon

Your document(s) got associated with your task.

Delete associated document(s)Top

1. Click on yellow colored icon present near a task
2. A dialog box pops up with associated documents
3. On mouse over will display a trash icon
4. Click on this trash icon to delete

Associate forum(s)Top

You would've added a series of tasks initially and later will feel like rearranging them based on your project requirements.

1. Click on the notes icon which opens up a dialog box
2. Click on Associate forums tab
3. Choose a category which lists forum topics
4. Select a topic and click on Associate Forum icon

Delete associated forum(s)Top

You may wish to substantiate your views by associating a forum topic or a related post for a task.

1. Click on Make a Task Template link
2. Now your task got added to templates gallery

Add note(s)Top

If you wish to add some important note for a task like providing some references, useful links, site urls etc then Add a Note comes option comes handy

1. Click on the notes icon present near a task
2. A dialog box opens up
3. Type in your required notes and click add

Edit / delete note(s)Top

We've options to edit as well as delete note(s) added for a task

To edit note(s) :

1. Click on yellow colored notes icon and this will open up notes panel
2. On mouseover you can find the edit icon
3. Click on the edit icon
4. Make required changes and click save

To delete note(s) :

1. Click on yellow colored icon and this will open up notes panel
2. On mouseover you can find the delete icon
3. Click on the delete icon
4. This will delete the associated notes for a task