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How Do I Upload Task Attachments From The Tasklist?

Sometimes you need access to a file in order to complete a task. For example, if you are assigned the task 'Review proposal,' you would want to have the proposal document on hand. Files that are broadly related to your project as a whole can be uploaded on the Attachments page. However, uploading task-specific files as task attachments will keep your project more organized.

Note:

Webplanner also lets you link online documents (like Google docs) to your tasks.


 To link a new attachment to a task:

  1. Click the Paperclip next to the task.
  2. A dialog box will open. Select Link an existing Project Attachment to this task.Click Next.
  3. Find the file you want to upload. Click Open.

To link a previously-uploaded file to a task:

  1. Click the Paperclip next to the task.
  2. A dialog box will open. Select Link an existing Project Attachment to this task.Click Next.
  3. Select the file from the list. Click Finish.

To link an online document to a task:

  1. Click the Paperclip next to the task.
  2. A dialog box will open. Select Link a document URL to this task. Click Next.
  3. Fill out the text fields. Click Finish.
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  1. Mark Doubrough

  2. Posted
  3. Updated

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