Attaching and Managing Files in Tasks

Introduction

This guide shows you how to attach and manage files in Easy8 tasks. Adding files to tasks improves communication and provides essential context to the assignee or team. You'll learn how to upload files, manage versions, and handle attachments effectively.

Target Audience

User + Administrator

Prerequisites

Access to Easy8
Permission to view and edit tasks
Files prepared for upload (e.g., PDF, images, documents)

How to Attach Files to a Task

Step 1: Open the Task

Go to any project and open a task where you want to add files.
Click Edit Task to access the editable form.

Step 2: Upload Files

Locate the Attachments section:
- In an existing task, it is displayed next to the Comment field.
- In a new task form, it is located in the top-right corner.
Click Choose File or drag and drop files into the upload area.
You can attach multiple files at once.
Optionally, add a description for each file.
Click Save to upload and attach the files to the task.

💡 Tip: Uploaded files will be displayed in the task’s detail view under the attachments section.

How to View, Download, or Update Attachments

Open the task where files have been attached.
In the Attachments section, each file is listed in its own row.
At the end of each row, you'll see several icons:
- Online Editing
- Short URL
- Upload New Version
- Show Version History
- Delete
Click a filename to download or preview it directly.

💡 Tip: Image and document files may be previewed in-browser depending on format.

How to Remove or Replace Files

In the Attachments section of the task, locate the file you want to manage.
Use the available icons to take action:
- Upload New Version
- Show Version History
- Delete

💡 Tip: You do not need to enter task edit mode. File management actions are available directly in the task detail view.

Best Practices

Use clear filenames and descriptions to help others understand the file content.
Avoid uploading overly large files; consider using external storage links if needed.
Keep attachments updated if task content changes.
Use versioning when replacing files to maintain history.
Only delete attachments if they are truly no longer needed.

Conclusion

You’ve successfully learned how to attach, view, and manage files in Easy8 tasks. File attachments enhance communication and ensure your team has all the necessary resources in one place.