TASK > What can be added to task descriptions?

Tasks are the steps that keep your business processes on track. They might seem small, but they're crucial to maintaining optimal operations!

Take advantage of our rich text editor fields in tasks and their comment fields. Descriptions can be used to provide important information or additional instructions. Comments are a place for any user to comment on issues or anything new. 

What can I add to descriptions? 

From text to files to URLs, descriptions can hold a lot! Remember that descriptions must be created in the template or prior to launching a one-off task.

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Bold text

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Italic text

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Underl ine text

4

Align Text

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Ordered List

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Unordered List

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Insert Image & GIFs
(10MB limit)

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Snippet of Code

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Emoticons 😊

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Insert drop-down menu 

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Upload File
(10MB limit; .xlsx, .xls, .pptx, .doc, .rtf, .pdf, .txt, .mpga, .wav, .mov, .mp4, .jpg, .gif, .png, .ai, .psd, .hdpkg, .zip, .anx, .xml, .jpeg)

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Insert Video
(Youtube, Vimeo, Dailymotion, Yahoo, Rutybe,

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Insert Hyperlink

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Insert Tables - and to edit/remove table rows - see the animation below

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Embed URL
(Embed over 400 types of video, audio, photos, and products. See the full list here)

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Snippets
Learn about them here!