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How to attach SharePoint documents to a task

Actionspace addin for SharePoint and Office 365 allows you to attach SharePoint objects (e.g., documents or files) to active Actionspace tasks. The SharePoint object continues to be stored in the corporate SharePoint file storage. Actionspace task only contains a link to the object that ensures security and confidentiality of your corporate content.

  1. To attach SharePoint object to active Actionspace task, go to Actionspace, open a task and click Attach SharePoint Object in the Attachments field.
  2. In the new pop-up window type in the name of the object (document, file, etc.). Tick the desired objects and click Add.

Please note that search in SharePoint objects should be enabled prior to the attaching. If the search does not work, please contact your SharePoint administrator.

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