Work Instruction VII: Links Navigation

Links

The ability to add external links; utilize Groups in Office 365 as project documentation repository.

1. Click Links on the navigation menu. 
2. Click the New button to create a new link (see Figure 1).
3. Type a Title.
4. Enter a URL.
5. Select a web link Category or create a New Category (see steps below):
   1. Clicking the “Plus” icon next to the "Category" dropdown list.
   2. Type a new category Name.
   3. Click the "Save" button.
   4. Select the new category from the "Category" dropdown list.
6. Select Notification icon to notify selected project members about web link.
7. Add a Description (optional).
8. Click Save(To save the link and close the window) or Click "Save and Add Another" (To save & add a new link.)
   
   *Denotes Required Fields
   Click Save after all project info entries/updates.
   
   
   
   Figure 1 – New Link
    
9. To view click link name in the Web Link column (see Figure 2).
   
    

Figure 2 - View Links
 

10. Click URL to open (see Figure 3).

Figure 3 – Link URL

11. To Delete link select existing link.
12. Click on Actions (see Figure 4).
13. Select Delete from drop-down box.

Figure 4 – Actions: Delete
 

14. To Edit link select existing link.
15. Click on Edit (see Figure 4).
16. Edit link Title, URL, Category, and Description as needed (see Figure 5).
17. Click Save.
 

*Denotes Required Fields

Click Save after all project info entries/updates.
 

   Figure 5 – Edit Link