FILE > How do I upload a file to a task?

Hate when you are completing an assignment and your team member forgot to send you the necessary documents? Never deal with missing information again. Require files directly in tasks!

1

Open your desired template step.

2

Slide to the Forms tab and select File Upload.

3

Name the desired File Upload and add the form field. Hit Required if the task cannot be completed without the file upload.

4

When the process is launched, and the task begins, a file upload form will be easily visible. Any uploaded files will be visible under Choose Files. They can be opened and downloaded. 

5

Once the task is complete, you can download the file from the completed task card:

To learn more about the file size limits, and file types - see this article.