How to link documents, notes, meetings and contacts to a project

A project's detail page gathers everything related to it in tabs. The tabs are shown as icons: hover over one to see its name. Each tab only appears if your account has that part set up.

What each tab contains and how to link

• Documents — the linked documents. To add one, open the document and choose the project in its Project or service field.
• Notes — the linked Digital Garden notes. The Link note button is right there. You can also do it from the note itself, in its settings tab.
• Meetings — the linked Agenda meetings. To add one, open the meeting and use Link project or service. These meetings also show up in the project's calendar.
• Contacts — the linked CRM contacts. Click Link contact, search for the contact and choose it. To remove one, use Unlink.
• Received messages and Sent messages — the emails linked to the project (the link is set from the email itself, in Inbox, in the Project or service field). Only emails appear, not WhatsApp or social messages, and only the ones you can already see from Inbox.
• Attachments — the project's files, with a drag-and-drop area and options to rename or remove. You also see the attachments of the project's tasks, marked as "Linked from a task".

Which projects you can link to

You can link tasks, documents, notes and contacts only to projects you are the assignee of (or manage as Owner or with Technical administration permissions), and the project search boxes only offer those. Emails and meetings can also be linked to projects you only participate in. If you need to link something to another project, ask to be made its assignee.

In those selectors each project shows its linked company under its name (or «Several companies»), and the search box also finds the project by the name of any of its companies.

The project's tasks

The Task list, Task kanban, Completed tasks and Calendar tabs show this project's tasks and work the same way as in the Tasks section, but limited to the project. If you create a task from here, it is already linked.

Linking from the other side

Notes and contacts can be linked either from the project's tab or from the record itself: the result is the same. Documents, meetings and emails are linked only from the record itself, as explained above.

Changing or removing an item's project

When you move a task, meeting, document, note or email from one project to another, or remove its project, you need access to the new project and to every project you take it out of, because the item disappears from that project's list. If you're no longer assigned to or a participant in a project, you can't release your tasks from it: WorkOS tells you that only a manager (the Owner or someone with Technical administration permissions) can change or remove it. If the project no longer exists or is archived, you can remove it. This also applies to Kairos and the Claude or ChatGPT connector.

If a tab doesn't appear

It's not a bug. Each tab depends on whoever administers your account having turned on that part: for example, Contacts needs the CRM and Documents needs the Documents section.

Tip: Unlinking a contact only removes its link to the project; the contact still exists in your CRM.