How to create a Task with an "Attach File or Form from Data Room"

1.Select a Pathway

2.Select a 'Stage' displayed in the secondary menu.

3. click "Create New Task"

4. Name the Task 

5. click "Next"

6. click the "Attach File or Form from Data Room" box

7. Select the file or form from the dropdown 

8. click "Save"

 

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