Use the Tasks submodule to add new comments with attached files to task conversations.
To use Tasks, you must have access to
Jobs as defined in User Access Rights under
Settings.
To add new comments with attached files to task conversations:
-
On the main toolbar, click
Jobs
.
-
In the left pane of the Jobs page, click
Jobs List and highlight the job associated with the task conversation to which you want to add a comment with attached files.
-
In the left pane of the Jobs page, click
Tasks.
-
On the Tasks page, click the
Tasks tab.
-
In the grid, highlight the task conversation to which you want to add a comment with attached files and click
Task Settings
on the tab toolbar.
-
On the Task card, click the Task Conversation tab.
-
Enter your comment in the
Type a Comment or Drag Files Here field.
-
Click
and locate and open the file that you want to attach.
Alternatively, drag the file that you want to attach to the
Type a Comment or Drag Files Here field.
-
Click
Publish or
Private.
WorkBook displays the new comment at the bottom of the list of comments.