Saving new documents and workbooks

If you are saving a new document, you will see this dialog:

Type a name for the document in the document description.  Click on the  button to choose a task to which to link the document.  If you like, type a note about the document.  Click , and the app will save the document, and link it to the task. 

The app saves the documents to a folder called Tasklist in your default documents folder.  If you like, you can save a copy to your Documents folder or elsewhere in the normal way by clicking on File, and Save or Save As.