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Connect Tasks to Documents



IntelliGantt is built to recognize lookup fields with special names. If it cannot find a lookup field for 'Documents', for example, then when you hover or select a task you will see a message within the documents bubble 'Connect to Documents'.



To connect IntelliGantt to your 'Shared Documents' or any other documents list, simply create a Lookup Field named 'Documents' that references the documents list you'd like to use (like the 'Shared Documents' list). If you want to name the field something else or another language, still create a column named 'Discussions' and then, after you've saved it, come back and rename it to your preferred word.



Now when IntelliGantt sees the 'Documents' field it will look for any references associated with the particular task highlighted or selected.