Use the Tasks submodule to upload task briefing attachments.
To use the Tasks submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To upload a task briefing attachment:
-
On the main toolbar, click
Jobs
.
-
On the side toolbar of the Jobs screen, click
Jobs List and highlight the job associated with the task for which you want to upload a briefing attachment.
-
On the side toolbar of the Jobs screen, click
Tasks.
-
On the Tasks screen, click the Tasks tab.
-
In the grid, highlight the task for which you want to upload a briefing attachment and click
Task Settings
on the tab toolbar.
-
On the Task card, click the Briefing
side toolbar and click the Briefing Attachments tab.
-
On the tab toolbar, click
Upload File
and browse for the file in your machine.
Alternatively, you can drag and drop a file in the grid.