In Sydnee, you can attach supported images, videos, PDFs, and other files to a Task within current upload limits, then copy selected attachments into the account Files system.
Here’s how the process works. You can watch the short walkthrough above or follow along with the written steps below.
Upload Files to Any Task
Start in the Task Center and open any task. Inside the task, you’ll see an Attach Files button.
You can upload files in two ways:
- Click the attach button to select files from your computer
- Drag and drop files directly into the task
Once uploaded, each file appears inside the Task. Supported formats can open in a preview; other files remain available through their supported actions.
Preview and Manage Task Files
Every file attached to a task includes additional options. By clicking the three-dot menu on a file, you can:
- Download the file
- Delete it from the task
- Copy that attachment to the account Files system
This gives you control over how files are stored without leaving the Task view. The copy creates a separate Files record; it does not turn the attachment and account file into one synchronized record. Review Task attachments and activity.
Save Task Files to Your File Manager
The most useful part of this workflow is the Save to Portal File Manager option.
When you select it, Sydnee automatically:
- Creates a Task Files folder in your File Manager
- Adds a subfolder tied to the specific task
- Places your uploaded files inside that task folder
There’s no need to manually create folders or organize files later. Everything stays connected to the task it came from, making it easy to find files when you need them.
A Simpler Way to Manage Client Files
By uploading files directly to tasks and organizing them automatically, Sydnee helps reduce clutter and extra steps in your workflow. Files live where the work happens, and your File Manager stays clean without additional effort.
This small feature can make a big difference if you manage multiple clients or projects and want everything clearly organized in one place.
