Reference Documents and Deliverables

You can click a task tile in the Product Tasks Summary or Project Tasks Counter widgets to view details about a task, including the Reference Documents and Deliverables associated with the task.

This page discusses:

Reference Documents

The Reference Documents tab lists documents related to the task. A reference document could be detailed instructions, a template for creating the deliverable, or anything else to support the task. To work with a document, you can perform these tasks:

  • Click Download to save a document to your computer.
  • Click the document name to view its properties.
  • On the Properties list, click Open in 3DSpace to open the document in Collaboration and Approvals. For more information, see Documents and Content.

Deliverables

The Deliverables tab lists documents added to the task by an assignee as a requirement to complete the task. To work with a document, you can perform the same tasks as shown for Reference Documents.