Q: I have files (e.g., work order, instructions, etc.) that I'd like to upload and contain in a task. How can I do this?\
A: To upload a file to a task, follow these instructions:
Go to Staff > Tasks > Dashboard.
Edit the task you need to add a file. The following steps can also be done with using "More Options" to create a new task.
Go to the "Files" tab (as shown below).
Click the upload button and select the file from your computer.
Click "Save Task."
Any file type, including PDFs, images, spreadsheets, and Word documents, can be uploaded.
Once uploaded, you take the following action on the file:
Add a description
Delete the file