Linking and Pinning a File Revision to the Active Process Item

  1. Click the File tab.
  2. Select one or more files.
  3. Click File > Check In .
    The Check In dialog box opens.

    If you have already specified a process item, it will appear by default in the Link and Pin Process Item field.

  4. Check Link and Pin Process Item.
  5. Optionally, in the Check In dialog box, check Mark Selected Item As Fixed/Finished/Complete if work on the process item is completed.
    Note: Selecting this option will change the value of the process item's status property to the Closed state specified on the Project Properties dialog box.
  6. Complete filling in the fields in the Check In dialog box and click OK.
Parent topic: Linking Files to Process Items