You can add documents to a roadmap, activity or task from the Roadmap page.
- Select a project and navigate to the (Project #) Go To > Roadmap page.
- Locate the appropriate task and click on its name.
- Select
>Documents > Upload. The Add a New Document screen. - Enter the document name and a description.
- Select the type of document you are creating. The categories of document types are created during system configuration.
- Enter the complete path to the document location. You can also use the Browse button to locate the document in your machine or network.
- If you do not want users to modify the document, and if you have the appropriate permissions, you can choose to lock the document.
- To make this document a Best Practice document and add it to the Global Knowledge Base, select the Should this be published as a best practice? option. You will need the appropriate permissions to add documents to the Knowledge Base.
- To make this document confidential select the Is this document confidential option. You can select the users who are allowed to view this document.
- Click Add Document to upload your document