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Auto-create PROJECT folders for TASK document uploads

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Level 2

6/20/21

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 Comment

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Level 5

10/17/22

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.