You can attach supported PDFs, images, videos, and other files to Tasks within the current upload limits.
This video will guide you through the simple steps to attach files to any of your tasks, enhancing your workflow and keeping everything organized.
Video Transcript
“It’s easy to upload supported files into your tasks. Let’s take a look at how. First, navigate to one of your tasks. I’m in the My Tasks section. Click on a task, and you’ll see the “Attach Files” button. You can click it, which will open up your file explorer window, allowing you to choose files to add. Alternatively, you can just drag and drop files directly into the task.
Here’s how it works: I’m going to bring up some items off screen, drag them in, and as they load, they’ll show up in the task. For example, we have a signed contract here, which is a PDF, and an image. You can click a supported preview or use the available file actions.” – Connor Bearse
See Task details, descriptions, attachments, and activity for current limits and controls.
