Please do not delete attachments when updating future iterations of recurring projects
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Susanne Weaver
Please do not delete attachments when updating future iterations of recurring projects
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Merged in a post:
Files Attached to Client Tasks should be saves somewhere else so they can't be lost if the project gets subjected to a pushed update.
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Jena Lohrbach
I have a client who pulled some shenanigans in their file that caused a delay in getting their monthly bookkeeping done. The file got reassigned to a different junior bookkeeper, so I changed the assignments and pushed the updates--and instantly lost all of the files that had been attached to the projects' client tasks.
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Lindsey Denson
Susanne Weaver If you click on the three dots to the right of the file, you should be able to select "Recur with project" to make sure the files you want to recur do with the project.
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Susanne Weaver
Lindsey Denson, do you then have to remember to undo that selection on future iterations of the recurrence? I am in a previous iteration saying yes to update tasks on future iterations and it is deleting files such as statements from a future iteration. Would I then have to go to all future iterations and say recur with project which would carry other bank statements etc. into other periods and then delete the unrelated ones?