Pin reference files to the Home screen for all organizations

As the Project Admin from the project-owning organization, you can pin important files to the Home screen for all users.

Project Administrators can make specific files accessible to everyone on the project from the home screen. This space is intended for reference materials like the project configuration document and the information management policy. These files won't be updated automatically, which means all users can reference a specific version of a document. It also means you should check regularly to make sure the documents are still current.

Tip!

This functionality is called project information attachments in the classic Tasks screen.

Pin documents

  1. From the Home screen, click Pinned Documents, then click Pin Documents.

Tip!

Only Project Admins have the option to pin and remove documents. All other users can only download the documents.
  1. Find the documents you want to be made available to all users on the project. 
  2. Select the documents and click Pin. You can pin up to 20 documents.

Unpin documents

You can click the remove button to unpin the document from the Home screen.

Keep pinned documents up-to-date

If a pinned document is updated in your organization's document register, the new version will not automatically update on the Home screen. This gives you control over which version of the document is displayed to all your project's participants. 

  1. To update the pinned version for all users click the Update button.
  1. Compare the information between each version and click Update to new version.