How to: Add a Link in Microsoft Excel or Microsoft Project

You can add links to work items in Microsoft Project or Microsoft Excel, by using the following procedures.

Required Permissions

To perform these procedures, you must be a member of the Contributors group or have the View work items in this node and Edit work items in this node permissions set to Allow. For more information, see Team Foundation Server Permissions.

To add a link in Microsoft Excel

1. Open the work item list in Microsoft Excel.

2. Add the Links and Attachments column to the file. For more information, see How to: Add or Remove Columns in the Work Item List.

3. Select the cell under the Links and Attachments column for the work item to which you want to add a link.

4. On the Team menu, click Links & Attachments.

   Note

   In Microsoft Office Excel 2007, the Team menu is located on the Add-Ins tab on the ribbon.

5. In the View/Edit Work Item Links and Attachments dialog box, select the Links tab.

6. Click Add.

7. In the Add Link dialog box, under Link Type, select the type of link you want to add.

8. Under Link Details, type the requested information for the link type you selected. For more information on the different link types, see Working with Links and Attachments in Work Items.

9. Under Comment, enter any comment that is important about this link.

10. Click OK and then click Save.

11. If you are prompted to confirm saving the link to the server, click Yes.

12. Click Close.

To add a link in Microsoft Project

1. Open a Project Plan in Microsoft Project.

2. Select a cell in the row of the work item for which you want to add a link.

3. On the Team menu, click Links & Attachments.

4. In the View/Edit Work Item Links and Attachments dialog box, select the Links tab.

5. Click Add.

6. In the Add Link dialog box, under Link Type, select the type of link you want to add.

7. Under Link Details, type the requested information for the link type you selected. For more information on the different link types, see Working with Links and Attachments in Work Items.

8. Under Comment, enter any comment that is important about this link.

9. Click OK and then click Save.

10. If you are prompted to confirm saving the link to the server, click Yes.

11. Click Close.

See Also

Tasks

How to: Publish or Refresh Work Items in Microsoft Excel or Microsoft Project

Concepts

Managing Links and Attachments in Microsoft Excel and Microsoft Project

Other Resources

Working with Links and Attachments in Work Items