Linking files with tasks (and vice versa)

Note

This article involves features that requires Pagico v4 and higher.

In many cases, you might want to attach files to specific tasks (or list items). To do this, you just need to utilize the interlink feature.

Step 1: Create the task (or list item), and import the file(s)

In this example, I’m trying to attach the file (Sample Page.html) to the task (Review page design). Please note that the file does not need to be immediately after the actual task (or list). It could be placed anywhere within the same project (or contact profile).

Step 2: Write an inline link to the file in the task description area

In this case, simply write something like: Look at [Sample Page.html]. You can do the same with text notes, too. Save the current item to see the link.

Syntax for inline linking to files

You can use square brackets to link to files in the same container (project or contact profile) by referring to their names:

filename ]


Step 3: Clean up by hiding the actual files (optional)

In most cases, to reduce clutter you might want to hide the actual file items after linking them with tasks or notes. You can actually do this by hovering your mouse onto the file item, and click on the “Hide” button. The file item will be invisible, unless you check the “Show hidden items” checkbox, which is located in the right upper corner of the current project (or contact profile).


Related posts:

  1. Using the “References” panel
  2. On Mac: Could not import files into Pagico databases?
  3. Click-and-link
  4. Display To-do lists on your desktop (Windows)
  5. Managing daily tasks using the Today view

Contribute something on this topic?

Your email is never published nor shared. Required fields are marked *

*
*