Designs and documents linked to work

Watch

You will be able to

• Link a diagram or whiteboard to the work it designs
• Link SharePoint, OneDrive or Teams documents
• Know who can open a linked document

Step by step

1. Link a design Diagram or whiteboard
   Link the whole design to its epic or feature, or one shape or card to an item.
2. See it on the item Item › Designs and workshops
   Every board and diagram connected to the item.
3. Link a document Documents
   Paste the SharePoint, OneDrive or Teams link and name it, on an item, project, product or programme. Microsoft 365 decides who can open it.

Try it yourself

Practise as Chloe Wood in the demo.
Open Discharge summary auto-population. Which designs and documents are linked to it?

Open the demo as Chloe Wood Password pulse-demo-2026. The demo resets every night.

The examples use a made-up healthcare organisation. DelPulse is not only for healthcare: it can be set up for any industry, with your own names for every portfolio, programme, product and team.

Part of

Delivery team members · Product Managers and Product Owners · Project and Programme Managers