Tip 15: Adding Notes, Associating Documents & Forums!!
Certainly, users can add Notes, associate Forum posts and Documents to any task, which will be a boosted advantage for users to know more about the task from a central place instead of moving back & forth from documents/ forum section to tasks & milestones.
To add notes, click on the blue color Notes icon shown to the right of the task and add the required notes about the task.
Screen shot displaying Notes Icon.
Screen shot displaying Adding Notes.
To associate documents/forums, click on the notes icon and click on documents/forums tab to associate the required document(s)/forum post(s) to that particular task.
Screen shot displaying Associating Documents.
Screen shot displaying Associating Forum Posts.
Prasanna
Zoho Projects Team.
To add notes, click on the blue color Notes icon shown to the right of the task and add the required notes about the task.
Screen shot displaying Notes Icon.
Screen shot displaying Adding Notes.
To associate documents/forums, click on the notes icon and click on documents/forums tab to associate the required document(s)/forum post(s) to that particular task.
Screen shot displaying Associating Documents.
Screen shot displaying Associating Forum Posts.
Prasanna
Zoho Projects Team.