Link a doc or doc folder to a project, list or task type
complete
Amir Gur
Allow us to declare on the doc if it relates to any of the mentioned objects (or multiple).
Then ADD to the target object an icon indicating there's a doc linked to it. If there are multiple docs allow a drop down with a list of all the linked docs. The icon or drop down should provide quick links.
This will allow users to know when there's a doc relevant to what they are working on and to get to it quickly and in context (will make "checking" the knowledge base redundant).
E.g.
I've added some docs in regards to client A and I've linked them to a list where we keep all client A's tasks. Now all other team members could see I've added the docs and quickly navigate to "guidelines", "launching a new product", "new" etc. quickly and without me needing to make sure they know the docs exist
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Dean Phillips
complete
This can be achieved through our "link docs" relationship feature from both Docs and Tasks 🎉
Andron Ocean
This would be super-helpful. I'm manually adding links to the doc in the task description (suppose I could use a custom field... hmm...), but it would be awesome if there was an easier way to do this — maybe a slash command?
Zeb
planned
Amir Gur
In task types I'm referring to this suggestion: https://feedback.clickup.com/20/p/multiple-types-of-work-items Which I think is great and is also linked to the workflow direction. The advantage here is that it will allow me to create a doc on how to resolve an incoming issue and link it directly to all relevant tasks. So if another user opened a task of the kind "Bug" for instance, it can be directly linked to the doc I've created explaining the flow of dealing with these task type. This can be of major help to us as we are scaling up and knowing how to relate tasks to our growing knowledge base is proving to be a challenge. Contextualizing the docs can be a huge improvement for us. Thanks!
Zeb
Amir Gur: Noted, working on this now! Thanks Amir!
Amir Gur
Zeb: Great! Thank you for updating us :)