Upload a Task Briefing Attachment

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:

  1. On the main toolbar, click Jobs .
  2. 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.
  3. On the side toolbar of the Jobs screen, click Tasks.
  4. On the Tasks screen, click the Tasks tab.
  5. In the grid, highlight the task for which you want to upload a briefing attachment and click Task Settings on the tab toolbar.
  6. On the Task card, click the Briefing side toolbar and click the Briefing Attachments tab.
  7. 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.