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.
The instructions provided on this page apply specifically to official documents that require formal tracking and governance via the Presto PDCA Document Dashboard. By linking documents here, users are required to classify each new file using Presto's structured 3-tier document taxonomy, ensuring proper organization, version control, and compliance. Looking for a simpler way to share files? If you only need to provide quick-access links or short-term-use documents, please refer to Section 03.01.03 in the Training Showroom, where we cover how to use on-the-fly file sharing via the Note-Taking & File Linking feature.
Linking Documents & Files to Projects, Work orders & 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
Congratulations! You have finished 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