Work resources keep links to apps, videos, standard operating procedures (SOPs), and other useful information alongside your project. Add a new link or choose a resource already saved on the client's profile so your team can open what they need without leaving the project to find it.
Add a resource to a project
Go to Workflow > Projects and open the project.
Find the Resources section. Click Manage, then Add Resource. If the section has only 1 resource, click Add. If it is empty, click Add Resource.
Click Select a resource, then New Resource.
Enter a Resource Name your team will recognize, such as "Monthly bookkeeping checklist."
Paste the link into URL and click Save. The resource appears in the project's Resources section. Click its name to open the link.
If the project has no client assigned, enter the Resource Name and URL directly. The client-resource dropdown only appears when a client is assigned.
Add an existing client resource
Go to Workflow > Projects and open the project associated with the client.
Find the Resources section. Click Manage, then Add Resource. If the section has only 1 resource, click Add. If it is empty, click Add Resource.
Under Resource Name, click Select a resource.
Choose the resource you want from the client's saved resources. Its name and URL fill in automatically.
Click Save. The resource appears in the project's Resources section. Click its name to open the link.
Selecting a client resource copies its name and URL into the project. Later edits to the resource on the client's profile do not automatically update that project copy.
If you don't see a client resource
The dropdown lists resources saved on the client associated with the project. If it says No client resources found, you can still select New Resource to add a project link.
To save a resource on the client first, open the client's profile and find Resources. Click Add Resource if the section is empty, Add if it has 1 resource, or Manage, then Add Resource if it has more. Enter the Resource Name and URL, then click Save. Return to the project and reopen Add Resource to select it.
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