Add attachments to a task group

Attachments allow you to add additional information, such as user guides or images, to your task group.

There are three types of attachments:

• Files, which get saved directly in the task group. For example, you could upload a PDF version of a 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 group.

Any task group attachments are automatically added to work orders or scheduled maintenance when they are associated with the task group. You can see these in the record's Files tab. 

However, if you add any new attachments to a task group or make changes to its existing attachments, these changes will not be reflected in records that are already associated with the task group. You must make your changes  through Maintenance > Work Orders or Maintenance > Scheduled Maintenance instead. 

To add attachments to a task group:

1. In Maintenance > Task Groups, open the task group you want to add files to.
2. Click the Files tab:
   
3. 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 Upload () button.
     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 Upload () button.
     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 Upload () button.
     3. Enter a title for the note in the Name field and then fill out the Notes field as needed:
        
     4. Click OK. 
4. Repeat step 3 as needed for other attachments.
5. Click OK.
   Your changes have been saved.