Add attachments to tasks (v6)

Attachments allow you to add additional information, such as user guides or images, to your task.
There are two types of attachments:

• Files, which get saved directly in the task. For example, you could upload a PDF with instructions for the task.
• Links, which allow you to direct users to information that's already uploaded to the web. For example, you could add a link to an instructional video for the task.

Add a file to a task

To add a file to a task:

1. In Maintenance > Work Orders, click the work order that contains the task you want to add a file to.
2. Click the Tasks tab.
3. In the Files column for the task you want to add the file to, click the Manage link:
   
4. Do one of the following:
   • If this is the first attachment on this task, click the Add your first attachment button:
     
   • If the task already has other attachments, click the Create button:
     
     

     Tip

     If you don't need to enter a description for the file, you can also add file attachments by dragging and dropping the files into the “Drag and drop” section. However, this section is only displayed after you’ve added an attachment.

5. In the Type field, click File:
   
6. Click the Select Files button.
7. Select the files you want to upload.
8. (Optional) If you only uploaded one file, you can enter a description for it.
   If you uploaded multiple files, the app disables this field.
9. Click Create.
10. Do one of the following:
    • If you're finished uploading files, click OK.
    • If you want to upload additional files, click Upload New and repeat steps 5-10
11. Click Save.

Add a link to a task

To add a link to a task:

1. In Maintenance > Work Orders, click the work order that contains the task you want to add a link to.
2. Click the Tasks tab.
3. In the Files column for the task you want to add the link to, click the Manage link:
   
4. Do one of the following:
   • If this is the first attachment on this task, click the Add your first attachment button:
     
   • If there are already attachments on this task, click Create:
     
5. In the Type field, click Link:
   
6. In the Link field, enter or paste the URL you want to link to.
7. In the Name field, enter a name for the link (e.g. Forklift maintenance instructional video).
8. (Optional) Enter a description.
9. (Optional) To automatically create another link right after this one, select the Create another checkbox.
10. Click Create.
11. If you opted to create another link in step 8, repeat steps 5-10 for the new link.
12. Click Save.