Enhancing Task Functionality: Attachments, Checklists, and Other Features

Introduction

Easy8 offers features that extend the core task functionality to support more effective task tracking and collaboration. These include attachments, checklists, related items, and visual tools that enhance how tasks are documented, executed, and reviewed. This article explains what these features are and how they improve the overall task experience.

Target Audience

User + Administrator

Key Task Enhancements in Easy8

1. Attachments

You can attach files directly to tasks to provide documentation, references, or deliverables.

Files can be uploaded when creating or editing a task
Attachments appear in the task detail
You can view, download, or replace files
Version history is available for managing file updates
Short links and online editing tools enhance collaboration

💡 Tip: Use attachments to keep all task-related documents in one place.

2. Checklists

Checklists break a task into smaller steps or confirmations.

Each task can include one or more checklist items
Users can mark items as complete
Useful for recurring task structures or QA steps
Checklist progress is visible in the task view

💡 Tip: Great for ensuring nothing is missed on complex tasks.

3. Related Tasks and Items

Tasks can be linked to other tasks or items in the system.

Define relations like "blocks", "follows", or "duplicates"
View all related tasks in the Relations section
Relations help with scheduling and understanding dependencies

💡 Tip: Linking tasks improves planning and coordination.

4. Tags

Tags are keywords that describe the task.

Add one or more tags when creating or editing a task
Tags improve searchability and reporting
Helpful for labeling tasks across teams or departments

5. Custom Fields

Custom fields allow you to add extra task properties.

Can be numbers, dates, selections, or text
Custom fields appear based on the task’s tracker
Used for reporting, filtering, and process control

💡 Tip: Customize tasks to fit your team’s exact needs.

6. Time Tracking and History

Each task keeps a full history of changes.

Time entries show work spent
The History tab shows who changed what and when
Useful for billing, accountability, and audits

7. Sidebar Enhancements

The right sidebar in a task contains quick-access options available under the More button:

Log time – Add spent time on the task
Add subtask – Create a subtask linked to the current task
Copy – Create a copy of the current task
Delete – Remove the task
Move – Move the task to a different project
Clone as subtask – Make a copy of the task and link it as a subtask
Create template – Save the task as a template for future use
Merge – Merge the task with another existing task
Add related tasks – Link related tasks
Create branch – Create a new branch of the task
Accounts lookup – Connect the task with an account

These options help you manage tasks quickly without opening full edit forms. They improve navigation, task maintenance, and task linking.

Conclusion

Easy8 provides a set of features that enhance the basic task form, making each task more detailed, trackable, and useful. By using attachments, checklists, related items, and sidebar tools, teams can improve productivity and reduce communication gaps.