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Adding Attachments to an Action Item

Adding Attachments to an Action Item

Attach supporting files to an action item, such as documents, photos, or reports, to keep relevant information accessible in one place.

Follow these steps to add an attachment to an existing action item:

  1. In CINC, go to Portfolio > Action Items.

    OR

    In CINC with universal navigation, go to Tasks > Action items > Action items.

  2. The Action Items page displays. Click the name of the action item.

  3. The Edit Action Item page displays. Click Manage next to the All Attachments field.

    Note: If the action item already has an attachment, it may be listed in the Notes section at the bottom of the page.

  4. The Manage Attachments window displays. Click Browse to locate and select the appropriate file(s) to attach.

    Note: The maximum file size for attachments is 10 MB. Files larger than that can't be uploaded.

  5. Click Save.

    A list of the uploaded files displays.

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