Categories | Implementation | Software
Often, your project support will include documents on your computer like Word or Excel files. You can attach the actual document, but what happens if you update the original? How can you be sure you have the latest attached? We got this very question from a GTD’er and thought it would be useful to pass along:
I am struggling with how to file electronic documents. Some of the documents live in email, some live in folder and some in the tasks in Outlook. I end up checking all three places to find the most recent copy of a document. Do you have any suggestions on the best way to handle this?
A great way to do this in Outlook is to insert a hyperlink of the file, not the actual file attachment. From within a Task note field, select to attach a file. Then choose “Insert as Hyperlink.”