This article will guide you on how to add documents to a task in the new release.
You are able to upload any standard types of files to your tasks, up to a maximum of 10 megabytes per document.
There are two (2) ways to access the tasks that you require uploading the documents onto
- from the "My Tasks" panel on your Dashboard OR
- from within the event > Task List > View all Tasks
Option 1 - My Tasks panel
- Navigate to the My Tasks section on your dashboard > Select the task you want to add documents to.
Option 2 - From the Event
- Navigate to Events > Select the Event > Scroll down to Task > Click on View all Tasks > open the task you want to add documents to.
It's all the same from here on in
Step 1: Once you've opened your task, you'll see two tabs - Task Details and Documents.
Step 2: Click on the Documents tab
Step 3: In the Documents tab, select the file you want to upload by clicking on the Choose file button > choose the file > click Open to upload the file
Step 4: Give the document a Title e.g floor plans or menu > click Update task button to complete the upload
Repeat as often as required.
You'll see a count of how many documents have been uploaded
- next to the task name when viewing the Task list
- when the Task is opened.
Handy Hints
Remember to hit the Update Task button to save your changes. If you click anywhere outside the task pop up before updating, your document won't be saved. The same rule applies when deleting a document from a task.
- All users with access to the task can view the uploaded documents.