What you need to know
A task, a project, a group and a Tech request each have Files and Comments. Put the documents the work needs where the work is: the executed settlement statement on the task that reviews it. Ask your question under it, and the answer stays beside the document for everyone who opens the task later.
Comments go one level deep: a comment, and replies under it. A reply to a reply joins the same thread and says “Replying to” and the name. Whoever can open the card reads its files and comments.
Nobody is told by email when you add a file or a comment to a task, a project or a group. The count beside Comments shows that there is something to read.
Before you start
- You add files and comments on work you can work on: as a contributor, a department manager or a company administrator. An executive observer reads them only. On Tech requests, everyone who can read the request adds them.
- A canceled project, the work of a deleted property or engagement, and a closed group take no new files or comments.
- A file can be at most 100 MB.
Before you do this
Remove deletes the file for everyone who can open the card, and from file storage. Delete erases your comment's words for good; replies to it stay, under a line that says it was deleted. Everyone who can open the card reads what you add, so keep a client's details to the cards that are about that client.What to do
To add a file:
- Open the card: select a task's title in the Work panel of its property or engagement, or open the project, the group or the Tech request. On a task, Add file and Comment are at the end, and Files and Comments show above them once the task has some. On a project or group page, they are under the tasks.
- On a task, select Add file to open the gray area, or drop the files on Add file. Drop one or more files on the gray area, or select Choose files. Each file shows how far its upload has got, then joins the list. On a project, a group or a Tech request, the gray area is always open under Files.
To read a file, select Open: a PDF, a picture or a text file opens in a new tab, and any other kind of file is saved. Save As saves it under its own name. To remove a file you added, select Remove, then Remove again in the dialog.
To comment or reply:
- On a task, select Comment at its end to open the box. Write in Add a comment and select Comment. Cancel closes the box.
- To answer a comment, select Reply under it, write, and select Reply. To change your own words, select Edit; to take them back, select Delete, then Delete in the dialog.
Confirm it worked
- A file you added is first in the list, which says you added it and on which day. The count beside Files goes up.
- Your comment is in the list with your name and the time; an edited one says “edited”.
- A message at the bottom right says what happened, such as Comment posted.
If it did not work
- There is no Add file or Comment, no place to add files and no comment box: you can read this card and not work on it, or its work is canceled, or its group is closed.
- A file did not go up: see A file was not added.
- There is no Remove on a file: only the person who added it removes it.
Good to know
A card's files are its own: a task's files are not the project's. A property's or an engagement's own documents stay on that record's pages. A PDF on a property's work can be imported on the property's Ingest Data page with From a card, with no second upload; the import keeps a copy among the property's attachments, and the file stays on its card.