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My Tasks Widget & Priorities: Allow documents to be uploaded to projects from quick actions from a task

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Level 10

10/3/24

Description - For either New Home My Tasks or Priorities quick actions, users should be able to upload documents to a project object, not just a the task itself.

 

Why is this feature important to you - Our team does not upload any documents to a task, so the quick action button is currently unusable and ineffective for users.Our creative team uploads their documents for proofing to project folders and not a task folder. My creatives want to be able to use this feature to save them time from clicking in the project to upload. 

 

How would you like the feature to work - Provide an option to allow documents to be uploaded to the project object from the quick action panel. It could be a toggle button that can say either "add documents to task" or "add documents to project". Then depending on the toggle option, folder(s) that are tied to the chosen object would populate to be able to upload files to.

 

Current Behaviour - Currently able to upload documents directly to a tasks document (folders) area only. Does not exist to be able to upload to the project documents (folders) area.

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