Project files - Organization and visibility to improve
Amanda Aparicio
I know there were some changes recently to the documents section, when it was coming we were really hopeful. Now that it is there, we find it better but still not what we had hoped. In a project, still need to look in 3 places to find files (client task, team task and project files). What is the point in that? Wouldn't be much easier if the Project files section looked like the project folders in the Client profile and we could see there in one place 3 folders with all 3 types of files? Now we are going back and forth between client profile and project because searching through team tasks and client tasks for files is just too burdensome.
Log In
G
Gene Ballard
Please, please, please. I find file management to be very time consuming and a nightmare. I quit allowing clients to upload files to project tasks directly. I direct them to upload via their portal to the location I desire. Otherwise I have to manually download and then upload where I need/want them. Very time consuming.... plus then I need to remember to delete the downloaded files from my computer (or encrypt them) if they contain sensitive information.