Add attachments to tasks on scheduled maintenance

Attachments allow you to add additional information, such as user guides or images, to your task. Once added, these attachments will exist on the task for all future work orders generated by the scheduled maintenance record. 

There are three types of attachments:

• Files, which get saved directly in the task. For example, you could upload a PDF version of the asset's user guide, or an image of a malfunction. 
• Links, which allow you to direct users to information that's already been uploaded to the web. For example, you could link to an instructional video from the asset manufacturer's website.
• Notes, which allow you to add any additional information about the task.

To add an attachment to a task in scheduled maintenance:

1. Navigate to the scheduled maintenance record you want to add a task attachment to in Maintenance > Scheduled Maintenance.
2. Click the Labor Tasks tab:
   
3. Click the task that you want to add an attachment to from the list:
4. Click the + button under Attached Files And Media:
   
5. Do one of the following:
   • If you are uploading a file:
     1. In the drop-down list at the bottom left of the tab, select File:
        
     2. Click the New icon ().
     3. Select the files you want to attach to the work order.
        Alternately, you can click and drag local files to upload them to the work order. 
     4. Click OK.
   • If you are adding a link:
     1. In the drop-down list at the bottom left of the tab, select Link:
        
     2. Click the New icon ().
     3. Enter a title for the link in the Name field, the URL of the link in the Link field, and any necessary notes:
        
     4. Click OK.
   • If you are adding notes:
     
     1. In the drop-down list at the bottom left of the tab, select Note:
        
     2. Click the New icon (). 
     3. Enter a title for the note in the Name field and then fill out the Notes field as needed:
        
     4. Click OK. 
6. Select the checkboxes for the uploaded items you want to add to the task:
   
7. Click OK, and then OK again.
8. Click Save in the top menu bar.
   These attachments will now be added to this task for any future generated work orders.