Attach a File to a To Do

OBJECTIVE

To attach a File to a To Do in ConstructionOnline

BACKGROUND

To Dos are a fantastic tool to use for staying on top of vital tasks to ensure that nothing falls through the cracks!

STEPS TO ATTACH A FILE TO A TO DO

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Project Tracking tab
  3. Choose the To Do Lists category
  4. Double click on the To Do
    1. This will open the To Do Details window
  5. Select the Attachments tab
  6. Click the green +Add New Attachment button
    1. This will open the Upload Files window
  7. Choose where to upload your File from or drag & drop it in the window
  8. Click Save

TIPS & TRICKS

  • Working with To Dos that are not assigned to a Project? All Company To Dos can be accessed from Company Overview > Project Tracking > To Do Lists.

    HAVE MORE QUESTIONS?

    We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.