Project Integration

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

Linking Files to Issues

Connect files to tasks for complete project context:

1. Open the file preview panel
2. Click the + button in Related Records
3. Search for and select issues to link
4. Linked issues appear as clickable references

Connecting to Milestones

Associate files with specific project phases:

1. In the preview panel, find Related Steps
2. Click + to add a milestone step connection
3. The step reference appears in the Related Step column

Viewing Linked Files from Other Apps

Files linked to issues or meetings are accessible from those apps:

• In the Issues app, see linked files in the task detail view
• In Meetings, access relevant files directly from meeting records
• In Milestones, view files 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 files 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

• Activity and Comments - Discuss files with your team
• Tips for Success - Integration best practices