Have documents uploaded by clients to client tasks automatically be saved to Files in a folder called “Client Task Uploads” or something like that.
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Frank Perdue
Currently, it appears that documents uploaded by clients to client tasks are not saved in Files and they have to be manually saved there. I think it would be useful to have documents uploaded by clients to client tasks automatically saved to Files so that no client uploads get overlooked.
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Amanda Aparicio
Frank Perdue, could you kindly clarify? If a client uploads a document on a client task, it will populate under
Files > Project Files > [Project Name] > Client task attachments
. Is this what you're looking for?B
Bill Sherbert
Amanda Aparicio I see where the issue is. If I'm in a project and click Files, the project files do not show. you have to back out of the project then click files/project files before you see the files.
Amanda Aparicio
Bill Sherbert, ah okay! So you're essentially looking for this? https://financial-cents.canny.io/feedback/p/files-uploaded-on-team-tasks-or-client-tasks-display-on-the-project
Just wanna verify before merging your post with that one!