Working with Project Links

This how-to article will help project team members to add and manage hyperlinks to information external to the project using the Projects application in TDNext.

Overview

Links can be used to reference documentation and other information sources that are not included in the project briefcase.

Creating a New Link

To create a new web link:

  1. In TDNext, open the Projects application.
  2. Click the appropriate Project in the left navigation.
  3. From the left sub navigation, click Links.
  4. Click the +New button on the Links page.
  5. In the New Link window, enter a Title.
  6. Paste the URL.
  7. Select a Category from the dropdown or create a new one by clicking the plus button on the right side of the field.
  8. Click the Notification field and begin to type a user’s name or select someone from the dropdown.
  9. Enter a Description for the web link if desired.
  10. Click the Save button.

Editing A Link

To edit an existing link:

  1. Navigate to TDNext > Projects > [Project Name] > Links.
  2. Click the Web Link title in the list.
  3. Click the Edit button at the top of the Link Details window.
  4. Update the link details.
  5. Click the Save button.

Forwarding a Link

To forward a link:

  1. Navigate to TDNext > Projects > [Project Name] > Links.
  2. Click the Web Link title in the list.
  3. In the Link Detail window, click the Actions button and select Forward from the dropdown.
  4. In the email window containing the link details, enter any recipients, add your own message and any attachments if desired.
  5. Click the Send button.

Opening/Viewing a Link in a Browser

To open a link in a new browser window:

  1. Navigate to TDNext > Projects > [Project Name] > Links.
  2. Click View next to the Web Link title in the list.

The Read by Feature

Project members and managers can view a history of who viewed a link and when they viewed it.

To view the Read By history:

  1. Navigate to TDNext > Projects > [Project Name] > Links.
  2. Click the Web Link title in the list.
  3. Review the list of users who have viewed the link in the Read By section of the Link Details window.

Deleting Links

To delete a web link:

  1. Navigate to TDNext > Projects > [Project Name] > Links.
  2. Click the Web Link title in the list.
  3. In the Link Detail window, click the Actions button and select Delete from the dropdown.
  4. Click OK on the confirmation message.
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