Link planners, documents and courses to a job

Connect reusable library items to the jobs they belong to.

For administratorsPortal2 min read

Linking a library item to a job shows it in that job's workspace, so people working there find the right planners, documents and courses.

1. Open the job's Library tab Go to Company › Jobs, open the job and select Library.
2. Add an item Select Add from Library, choose the type (planner, document, Log-It or training course) and pick the item.
3. Check the list Each linked item shows its type and when it was linked. Remove items that no longer apply.

An item can be linked to more than one job. Linking doesn't copy it: changes to the item show everywhere it's linked.