Create a Task Folder
Use the Tasks submodule to create task folders.
To use Tasks, you must have access to Jobs as defined in User Access Rights under Settings.
To create a task folder:
-
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 for which you want to create a folder.
- In the left pane of the Jobs page, click Tasks.
- On the Tasks page, click the Tasks tab.
-
In the grid, highlight the task for which you want to create a folder and click
Task Settings
on the tab toolbar.
- On the Task card, click the Docs side toolbar.
- Click the .
- In the dialog box, specify the required information and click OK.
-
You can take any of the following actions:
- To delete the folder, highlight the folder and click the .
- To rename the folder, highlight the folder and click the . In the dialog box, specify the required information and click OK.
- To share the folder, highlight the folder and click the . Repeat this action to unshare the folder.
- To create the deeplink to the folder, click the . In the dialog box, click Copy Link to Clipboard.
Parent Topic: Tasks Tab
