1. Open the toolbar of the Work Plan, Check List, Script, or Document where you want to insert the hyperlink.
  2. Highlight the “link word” (the text that will become the hyperlink). Then, select the link icon from the toolbar.
  3. When the link box appears, use the down arrow to select the link type:
    • External Link: Choose URL and type in the URL (include http:// at the beginning) and click “Insert.”
    • Internal Link: Select the appropriate link type or process tool type.
  4. If linking internally, the list of available items under the selected type will appear. Choose the correct title and click “Insert.”

  5. The link word will be highlighted in blue. Save the Work Plan, Check List, Script, or Document by clicking the Save icon. Failure to save will result in the loss of the hyperlink.

    Note: To change an existing hyperlink, delete the old link word, re-type it, and then create a new link to the appropriate destination.

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