Add files to tasks

You now have the ability to add files both within a task and in the comments section.

Adding files to the body of a task

Firstly, adding a file to the body of a task can be done via the shortcut available on the " Summary " tab or from the " Files " tab.

 

From the dedicated tab, a file can be added in two ways:

- By selecting it from your computer.

- By entering the URL of the document.

Once your file is added, it will automatically be classified in the " Files (x) " tab as below ( note that the number in parentheses " (x) " represents the total number of files inserted in the task. This counts both the documents in the body of emails and the comments):

 

By default, the last added document is displayed at the top of your section.

Please note :

1. A total of 10 files (excluding files from comments) can be added to a task.  
2. When a task is duplicated, files are not duplicated.

Adding files in comments

A second solution is available to you regarding adding files: via comments.

This action can be performed via the task comments, accessible from the " Comments " tab or directly from the " Summary " tab. To do this, simply go to an existing task. When adding a comment, a new action button appears with the following label " Add files ".

Once the document is added, it will be represented by an icon:

You have the possibility to delete your document before any saving with the small cross available for this purpose:

There is no limit on the number of files from comments. However, a single comment can contain up to six files maximum.

Actions available on files

For each file added in the dedicated tab, five actions can be performed:

1. Download : you have the possibility to download your document.
   
2. Rename : All files imported into tasks can be renamed. This action only appears in the " Files " tab.
   

1. Preview (only for supported formats)
   
2. Delete : Any imported document can be easily and permanently deleted.
3. Classify in the EDM : your documents will be automatically added to the “Documents” cross-functional module.
   

1. Note: from the moment a file is classified in the GED, the storage in the GED and in the task have independent behaviors: if I rename or delete the file in the task, this will neither rename nor delete the file in the GED and vice versa.
   

Show documents added to tasks

Only documents uploaded in the body of the task will be visible by default:

To display all files from the body of a task and a comment, simply select the " Show files from comments " checkbox:

Via this checkbox, you will find all the documents dedicated to this task:

Permissions on added files

Permissions Files added on the task

1. All users with access to the task are authorized to preview / download / consult in the GED.
2. Only the requester and the person responsible for a task are authorized to perform the following actions: add, delete, rename files and classify them in the EDM.

Authorizations Files from comments

1. All users with access to the task can add files to the comments and perform the associated actions, except for filing in the EDM.

• Related Articles

• Organize your tasks and those of your teams

  Preamble This article describes the main operating principles of the Tasks module. in Abraxio, including sorting and displays, associations as well as accessibility rules for these tasks for each user. Regarding email communication related to tasks, ...

• Supplier and contract management

  Introduction The supplier summary screen is accessed by clicking on the "Suppliers" module: Creating a supplier To create a supplier: Click on from the Summary screen, at the top of the supplier quick access list Or Click on at the bottom on the ...

• What does a user see with the collaborator Subscription ?

  Modules accessible by the Collaborator Subscription The modules visible to a Collaborator Subscription user depend on their settings. You can choose from the following two modules : Portfolios Suppliers The Finance and Management modules are not ...

• Overview of the Suppliers module

  Introduction The Suppliers module allows you to manage your supplier repository, follow-up your contracts and automate the follow-up of your contracts' Deadlines. Like all Abraxio modules, it can be used independently of the others. You can use this ...

• Configure your users' default communication preferences

  Introduction With the platform administrator rights and the buyer rights , you can define, based on the subscriptions assigned to your users, the types of communications they will receive at the level: - from the Abraxio platform ( newsletter emails, ...