Associate a Record to Checklist Task

Introduction

How to assign a record to a question in the Evidence page in CMap PIM. 

This feature is not set up by default. To add this feature to your PIM projects, first contact
a member of the CMap PIM Support Team.

Add a Record to Checklist task

Associate Records to a Checklist task to better track your project milestones

Navigate to the Records page

From the project homepage, click on Records in the left hand menu

Select a Record

Select the Record you wish to submit as Evidence

Click on the 'Evidence' tab that appears in the pop-out box

Select a task

Select the relevant task the record relates to

You can also add any additional information in the 'Notes' section 

Click update to associate the Record to the Task

Finished

You have now successfully associated a Record as evidence to a Checklist task.