HubSpot Ideas

vanessahunt

Provide the ability to refer to Documents within a Project Task

Currently it's not possible to reference a file that is stored in Documents within a Project Task.

 

It would be helpful to have this feature, to avoid duplicating files. For example, I want to store useful Excel templates (like personalised import files) in Documents for my customer. I'm also creating a Project, to explain tasks that need to be performed and I would like to reference the same file easily from a Project Task.

 

It is possible to attach HubSpot assets like blog posts, email, landing pages and/or website pages to a Project Task, so my requirement is similar to that - just specific files stored under Documents instead. 

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