Save a new document or workbook to Tasklist

When you install the Tasklist extensions for Word or Excel, Tasklist adds two menu items in the document or workbook backstage view.  To go to the backstage view, open any document or workbook, and click the "File" tab in the upper left corner.

To save a document to Tasklist, click Save to Tasklist:

To save a new document, click Save as a new document:

This will bring up a form for you to select the task to which you want to save the document.  Give the document a description, select a task by pressing the Select a task... button, and if you like, add a note about the document.  Press Save to save the document to Tasklist.