collab.spaceDocumentation

Project Integration

Connect documents and files to issues, milestones, and other project items for complete context.

Linking to Issues

Connect documents or files to tasks for complete project context:

  1. Open the document or file
  2. Go to the Related tab in the right panel
  3. Click the + button in Related Records
  4. Search for and select issues to link
  5. Linked issues appear as clickable references

Connecting to Milestones

Associate documents with specific project phases:

  1. In the Related tab, find Related Steps
  2. Click + to add a milestone step connection
  3. The step reference appears in the Related section

Viewing Linked Documents from Other Apps

Documents and files linked to issues or meetings are accessible from those apps:

  • In the Issues app, see linked documents in the task detail view
  • In Meetings, access relevant documents directly from meeting records
  • In Milestones, view documents associated with each step

Use Cases

Project Deliverables

Link final deliverables to their associated tasks:

  • Design files linked to design review tasks
  • Reports linked to analysis tasks
  • Presentations linked to meeting preparations

Meeting Materials

Connect documents to meetings for easy access:

  • Agendas and presentations
  • Reference documents
  • Meeting notes and recordings

Milestone Documentation

Associate documentation with project phases:

  • Requirements documents for planning steps
  • Deliverables for completion milestones
  • Reports for review phases

Next Steps