How can files be associated with Tasks?

The Tasks activity of Apptivo is a collaboration tool that allows businesses to easily create tasks and keep track of them until they are completed. In this activity, you can also add documents from multiple platforms.

Steps to Attach Files with Tasks

• Log in and access "Tasks" from the left navigation panel of the home page.

• Click on the "More Details" icon of a particular task to see its overview page.

• On the overview page, click on the "Documents" tab.

• Click on the "Add document" option to upload documents related to the tasks from the required platforms like Computer, Google Drive, Dropbox, OneDrive, or Add Link.

Related Links

Read more about:

• Add contacts in projects
  
• Create custom attributes
• Create message templates
• Add people to my project team