Add Task Notes and Attachments
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You might find that some of your tasks are actually more notes than tasks. For example, "Remember to check Dave's specifications" might work better as a note than a task, especially if it could take several days to catch up with Dave, but only a few minutes to review his specs. By using notes, you clarify your project and increase your chances for success.

An attachment is a document, graphic, or any other type of file related to a task. For example, to a task such as "Review proposal," you can attach the proposal document. Or, you can attach a hyperlink to a page on a web site.

To add a note or attachment to a task:

  1. Double-click the Notes column next to the task. The Task Information dialog box opens to the Notes and Attachments tab.
  2. In the Enter a Note box, type in or edit the task note. (Press Enter to insert line break.)
  3. To attach a file, click the Add Files button. In the Select File to Attach dialog box, navigate to the file you want, and then click the Open button. The filename appears in the Add Attachments box with a paperclip icon.
  4. To insert a hyperlink, click the Add URL button. In the Insert Hyperlink dialog box, type in the URL you would like to link to. The URL appears in the Add Attachments box with a paperclip icon.
  5. Click the OK button.

To open or remove an attachment:

  1. Open the Notes and Attachments tab in the Task Information dialog box.
  2. To open an attachment, double-click the filename in the Add Attachments box.
  3. To delete an attachment, click the attachment in the Add Attachments box, and then click the Remove button.

To change a task into a task note:

  1. Copy (Ctrl-C) the text of the task you want to change into a note.
  2. Double-click the task to which you want to add the note.
  3. In the Task Information dialog box, click the Notes and Attachments tab and add paste the text in the Enter a Note box. Close the Task Information dialog box.
  4. In the Task Name column, delete the original task that how appears as a note for a different task.

Tips

Note

See Also

  Edit Tasks

  Add or Change Task Assignments

  Change Task Details in the Gantt chart