---
schema_version: "1"
id: 35cb6122caa82b010c570c6fd74031ae59ef4d0abba18a5a4331e2aaa614a26f
title: Add Ad Hoc Documents or Tasks to an Application
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ac_staff_requirements_add.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ac_staff_requirements_add.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3fd1cf6dd11a034591689197f383c105c6411ff9f3315d34351147528df62823
description: Add one-off documents and tasks to an assigned Action Plan to show the items in the Application Checklist and on the Application Review page.
products:
  - Education
release: "264"
---
# Add Ad Hoc Documents or Tasks to an Application

Add one-off documents and tasks to an assigned Action Plan to show the items in the Application Checklist and on the Application Review page.

Sometimes you might need to manually associate PDFs or other documents to applications. Same goes for tasks. Maybe an applicant emails your institution with a last-minute letter of recommendation. Or maybe you need to log a task related to the admissions process. Add those items to assigned Action Plans instead of directly to the Application record.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-admissions_connect-264-0-0-production-enus/00d22f0a-1ca4-4493-a967-a738a2defcb1/images/icon_note.png)

Note If you can’t complete these steps, ask your Admissions Connect administrator for help.

1. From the app, open an application record.
2. Click the **Related** tab.
3. In the list of Action Plans, click the Action Plan name that you want to add the document or task to. For example, Fees. If you don't see the plan you're looking for, click **View All**.
    
    ![Action Plans related list with a callout on a link to an individual Action Plan called Fees](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-admissions_connect-264-0-0-production-enus/00d22f0a-1ca4-4493-a967-a738a2defcb1/admissions_connect/images/action_plan_add_dci_task_link.png)
4. In the Action Plan record, click **New** on the Task or Document Checklist Item list.
    
    Remember that Tasks collect and display data from an application, while Document Checklist Items are an application's supporting documents.
    
    ![Action Plan record page with a callout on the New buttons for Tasks and Document Checklist Items](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-admissions_connect-264-0-0-production-enus/00d22f0a-1ca4-4493-a967-a738a2defcb1/admissions_connect/images/action_plan_add_dci_task_new_button.png)
5. For new Tasks, fill out these fields, then save your changes. 
    
    Subject
    
    Enter a name for the task. This name appears in the Application Checklist and on the Application Review page, so check with your admissions team to see if there's a naming convention to follow. 
    
    Days
    
    When the task is assigned, the task is overdue after this many days have passed.
    
    Comments
    
    Enter a brief description for users about this task.
    
    Priority
    
    Select a priority. 
    
    Required
    
    Select this checkbox if this task is required to complete the application.
    
    Name
    
    Leave blank. This field is populated with the applicant's name when the record is saved.
    
    Assigned To
    
    If the Task is for someone on the admissions team, leave this field assigned to the Action Plan Creator or specify a specific User.
    
    If the Task shows field-level data that you want applicants to see or edit in a portal, assign it to the applicant.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-admissions_connect-264-0-0-production-enus/00d22f0a-1ca4-4493-a967-a738a2defcb1/images/icon_note.png)
    
    Note Automation can also be used to set this field, so check with your admissions team before updating it.
6. For new Document Checklist Items, fill out these fields, then save your changes.
    
    Name
    
    Enter a name for the document. This name appears in the Application Checklist and on the Application Review page, so check with your admissions team to see if there's a naming convention to follow.
    
    Instructions
    
    Provide any information about the document or instructions for the applicant. 
    
    Required
    
    Select this checkbox if the document is required for the application.  
    
    Document Type
    
    Select a type of document.
    
    Your admissions team may not use this field; ask your Admissions Connect administrator.
    
    File Pertains To
    
    Enter the name of the applicant.
7. To upload a document:
    1. Click the name of the Document Checklist Item you just created.
    2. Click **Upload Files**. You can upload any file type, except [Asset Files](https://help.salesforce.com/articleview?id=admin_files_asset_files.htm). Just keep in mind that unsupported file types don't show in the preview. For details about the supported file types, see [Considerations for Document Management](https://help.salesforce.com/s/articleView?id=sfdo.ac_management_docs.htm&release=264.0.0&type=5 "Review some considerations before starting to work with documents in Admissions Connect.").
8. If you also approved the document or want to mark the task as done, update these fields.
    
    - For Tasks, click **Mark Complete** or update the Status field to Completed.
    - For Document Checklist Items, click **Accept** or update the Status field to Accepted.
9. Save your changes.

On the Application record page, refresh the Application Checklist to see the items you just added. They also display in the Application Review page.