Automatically Push Task Level Document Folders to Project Level

I'm surprised this doesn't have many votes. We want to promote the use of documents on tasks instead of in the main project but in order for this to be successful we need better organization. We have a template with task folders and were very surprised when we noticed at the project level everything is listed in one big chaotic blob.

Thanks for the traction on this one @moniqueevans! 

We ended up doing a dashboard (Document Summary) on the project-level that lists the document name, other relevant details, and the folder name (via collection text mode) of the folder it's in on the task. Definitely a training curve to get users to look at the dashboard and not go straight to documents though!

Hi,

yes this is a big gap for me too.

Very confusing when some users don't have access to tasks - so we have to manually synch docs at a project level from the tasks.

Nice idea of a documents dashboard though 🙂 

@2618616 @vicsellers please remember to thumbs up this idea and have all members of your team thumbs up it as well. 

I'm bringing attention to this idea as we begin using Boards across more teams! 

Our teams are starting to utilize Boards and would like to upload documents to individual tasks/cards. However, our traditional waterfall teams are accustomed to uploading documents at the project level.

We would like to see the documents uploaded to tasks/cards reflected at the project level, similar to how updates from tasks appear in the project's updates feed.

Thank you so much for sharing this idea – it's great feedback! We'll take it into consideration as we continue to evolve and improve the unified review and approval experience that we're building. We really appreciate your input and love hearing suggestions that help you manage your content and associated work better. 

If we move forward with it or get closer to exploring it, I’ll make sure to keep you updated.

Hello, this would be such a development for our process! 

@caroossmann - Where can we learn more on the latest roadmap items for the new unified review and approval process?

@vicsellers I would recommend reaching out to your Customer Success or Strategic Account Manager. They can provide more insights on the latest roadmap items and in case of follow-up questions set up a call with someone from product.