Auto-create PROJECT folders for TASK document uploads | Community
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R
RobSc
Level 2
June 20, 2021
New

Auto-create PROJECT folders for TASK document uploads

  • June 20, 2021
  • 1 reply
  • 496 views

Documents uploaded to a TASK will appear in the PROJECT documents list.


It would be great if documents uploaded to a TASK were automatically "foldered" in the PROJECT list by task name.

    1 reply

    ElenaDooley
    ElenaDooley
    Level 4
    October 17, 2022

    Just adding to this... my users would like the ability to add a document to a task but have it also optionally be added to the project-level folder structure so that a document does not get "lost" in overall project. So perhaps a prompt when adding a document to the task asking which project folder to file it into, or the project-level folders could display on the left side next to or instead of the task folders.

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