Linking Documents, Media Files, and Collateral to Projects, Issues & Standard Work Task Lists
When managing projects, issues, and standard work in Presto PDCA, it's essential to ensure that all supporting documents, files, and collateral are properly linked. By linking these resources directly to your work, you provide easy access to vital information for both yourself and other team members. This simple step-by-step guide will help you ensure that everyone involved has quick access to the materials needed to support and complete tasks efficiently.
Linking Documents & Files to Projects, Workorders & Issues
You can import a standard work checklist directly into a project. Here's how!
1. Click here to access the notebook.
It is here where you will link all supporting documents and media files to their shared location
2. Click here to add to the Media Repository
3. Click here to link a new document
4. Complete the new document/file profile
5. Add document category
6. Add document type
7. Add document sub type
8. Add document format
9. Click here to add document name
10. Click here to add document RAG (red / amber / green) status
11. Click here to add the share point address of the document/file
12. Save
Tip: Congratulations! Your document/file is now saved!
13. Click here
14. Once your document is linked, you can see how many documents are contained and access them here
Tip: Congragulations! You have finisehd the exercise
Training Simulation
In this 3-minute video, you'll learn how to link a document/file to a project, standard work checklist or issue