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Task Attachments

Who can add, edit, or delete a Task’s attachment(s)?

Anyone who can access the Task can manage its attachments.

 

How do I attach a file to an existing Task?

Open the Task to which you want to add an attachment. Then:

  • Click 2017-06-30_1727.png in the Files section located towards the bottom on the right side of the page.


Add_File.jpg

  • Select the correct file from your computer.

OR

  • Drag and drop the file into the files section.

When you add an image file to a Task, a new “Image” section and tab will be created on that Task’s page. Any images you attach will be displayed in that section by default. You can edit any file to remove it from that section by editing it and unchecking “Show in Image area.” If none of the attached images are set to be displayed in the “Image” section, that section will disappear again.

 

How do I attach a file to a new Task as I’m creating it?

While the Create Task window is open on the screen:

  • Drag the file you want to attach onto that window.

OR

  • Click 2017-06-30_1730.png in the bottom right corner, then choose the file you want to attach.

 

How do I download an attachment from a Task?

Open the Task that holds that attachment:

  • Click 2017-10-03_1414.png in the top right corner of the "Files" section.

  • Click the 2017-10-03_1415.png that appears next to the name of the file you want to download.

In the resulting window:

  • Click 2017-06-30_1734.png.

 

How do I edit an existing attachment?

Open the Task that holds that attachment:

  • Click 2017-10-03_1414.png in the top right corner of the “Files” section.

  • Click 2017-10-03_1415.png the that appears next to the name of the file you want to edit.

 

In the resulting window, you can:

  • Edit the name of the file in the “File Name” field.

    NOTE: Changing the file extension could prevent functionality such as previewing images.

  • Add or edit a description of the file - this will be displayed whenever you hover over the file's name in the Files section. If the attachment is an image displayed in the “Images” section, the description will be displayed under the image in place of the file’s name.

  • If the file is an image, uncheck the box next to "Show in image area" to have the image removed from the Image section. Check this box to have it displayed in the Image section. You have some control over where in the Image section the Image should be displayed:

  • If the file is an image to be displayed in the “Images” area, choose where in the “Images” section it will be displayed:

    • Pick “Default” to allow the image to be displayed in whichever column happens to be available.

    • Pick “Force Left” if you want the image to be displayed in the left column.

    • Pick “Force Right” if you want the image to be displayed in the right column.

  • Save your changes by clicking 2017-10-05_1731.png.

 

How do I delete an existing attachment?

Open the Task that holds that attachment:

  • Click 2017-10-03_1414.png in the top right corner of the “Files” section.

  • Click the 2017-10-03_1415.png that appears next to the name of the file you want to delete.

 

In the resulting window:

  • Click 2017-06-30_1738.png.

  • Click 2017-06-30_1716.png.

 

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