Adding a hyperlink to a Task Item can assist the assignee by directing them to an external resource outside of PensionPro. This could be a web page with a table to reference, more detailed instructions for completing the Task, or a file or folder on the firm's internal server. Don't forget the Plan Sponsors—Data Collection Tasks can use hyperlinks as well! This article details the process of adding different types of hyperlinks to Task Items.
Requires Security Rights: Maintenance
Local Folders & Documents
If an Employee performing work on a Project is instructed to access a folder or file via a local path (such as on a shared network drive), the path can be inserted into a Task Item by placing it in brackets, as in the following example:
- [S:\Sample Documents]
This will not create a hyperlink to the location, as PensionPro is unable to open local files and folders directly from a web browser. Instead, this will allow the Employee to click on the path name to copy it to the clipboard, where it can be pasted into the address bar of a file explorer program. For more information, refer to the article Local Directories & Paths.
External URLs
For content not accessible locally, a hyperlink to an external URL can be added in the same manner:
- [https://www.pensionpro.com]
This link is not click-to-copy, as is the case for local files and folders. Instead, the URL will open in a new browser tab.
To use custom text in the hyperlink—as opposed to the user seeing the URL itself—add the desired text in parentheses directly after the closing bracket, with no space in between, such as in the following example:
- [https://www.pensionpro.com](Click here)