-
Property Tree: Task Management Attachments and the Document Tab - Tutorial 00:01
-
Survey
Property Tree: Task Management Attachments and the Document Tab - Tutorial
Course 6 of 6 in Property Tree: Task Management & Notes
Task Management Attachements will now save to the Documents Tab.
In this tutorial, we will walk you through how the attachments saved to tasks will now be automatically linked to the profile's Documents tab.
At the end of this tutorial, you will be able to:
- Drag and drop or browse to an attachment when creating a task
- View the attachment in the Documents tab of the profile