Automatically Push Task Level Document Folders to Project Level

[#1]

Description - Documents added on the Task Level currently show on the Project Level by default; it would be beneficial for organization for the folder that they relate to on the Task Level to show on the Project Level as well.

Why is this feature important to you - We require folder structures on projects to organize documents, but don't want the users bouncing from the Task Level where they are completing the work to the Project Level just to put the document in a preset folder.

How would you like the feature to work - If a document is in a folder on the Task Level, it pushes both the document and folder to the Project Level and not just the document.

Current Behaviour - Documents push to the Project Level without a folder

[#2]

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.

[#3]

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!

[#4]

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 🙂 

[#5]

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

[#6]

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.

[#7]

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.

[#8]

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

[#9]

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

[#10]

@VictoriaSellers 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.