Welcome to the world of seamless task management with Coordinoter! Let's dive into the Task Uploads section, a nifty feature designed to keep your task-related files organised and easily accessible.
What is the Task Uploads Section?
The Task Uploads section is your digital filing cabinet within each task. It allows you to upload any file relevant to a specific task, making it a breeze to keep everything in one place. Whether it's a document you're billing for, a participant's signed agreement, or any other pertinent file, the Task Uploads section has got you covered.
Why is it Useful?
Imagine this: you've just completed a task and need to bill for it. Instead of rummaging through your computer or email for the right document, you can simply upload it directly to the task. This not only saves time but also creates a holistic view of your task, ensuring all related files are easily accessible whenever you need them.
Here are a few examples of how you can use the Task Uploads section:
Billing Documents: Upload the document you're billing for, such as a service agreement or a detailed invoice.
Participant Agreements: Keep signed agreements or consent forms directly linked to the relevant task.
Supporting Documents: Attach any supporting documents like reports, assessments, or correspondence that are crucial for the task.
How Does it Work?
Getting to the Task Uploads section is as easy as pie. Here's how you do it:
1. Create or Update a Task: Start by either creating a new task or updating an existing one.
2. Click the Uploads Dropdown Button: Once you're in the task view, look for the Uploads dropdown button. Click on it to open the Uploads section.
3. Upload Your Files: In the Uploads section, you'll find an option to upload files. Click on the Upload button, select the files you want to add, and voila! Your files are now attached to the task.
A Few Tips and Tricks
Organise by File Type: Consider naming your files in a way that makes them easily identifiable, such as "Invoice_July2024" or "ConsentForm_ParticipantName."
Keep it Relevant: Only upload files that are directly related to the task to keep things tidy and relevant.
Stay Updated: We're always improving this feature, so keep an eye out for updates that might make your task management even smoother.
The Task Uploads section is all about making your life easier and your task management more efficient. So go ahead, give it