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Link a Process, Value Stream, Managed Document or an Attachment to a Note

You can add a link to a note that users can follow to see relevant processes, value streams, managed documents or attachments

James Ross avatar
Written by James Ross
Updated over 3 months ago

As a user you can add a process, value stream, managed document or attachment to the details inside a note. This feature allows the viewers of the process to navigate elsewhere to find more information.

Adding an item to a Note

From the add or update note screen, type '#'. This will give you a list of items to select.

The system will then insert a link to the item and users can click on the links to download an attachment or navigate to the process, value stream or managed document.

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