Notes, Checklists and Attachments

What is it?

Working on a complex task or need more context? Easy. Expand your Workspace tasks with various details such as checklists, notes and attachments to better divide your workload and share important details. From the Task Menu you can easily assign checklist items, preview task-attachments in a gallery format and add clickable hyperlinks to the notes section.

Who has access?

How does it work?

  • All active members can add details to the workspace tasks as needed
  • These details will be shared with all collaborators and available for viewing
  • Tasks can have multiple checklists/notes/attachments

How to add/edit a note

✔️ Web

  1. Open the task
  2. Type in or paste from the clipboard where it says “Add notes..”

✔️ Android/ iOS

  1. Open the task
  2. Type in or paste from the clipboard in the notes section.
  3. Press done\enter.

How to add/remove attachments

✔️ Web

  1. Open the task.
  2. Click on the blue plus on the bottom right corner.
  3. Click on Attachment.
  4. Wait until the upload is complete.

Or once you open a task you can drag an attachment and drop in the task.

To add attachments in bulk:

  1. Open the task
  2. Select the attachments and drop them in the task.

To remove an attachment, press the gray bin on the right

✔️ Android/ iOS

  1. Open the task.
  2. Press “Tap to add attachment”.
  3. Select attachment.
  4. Wait until the upload is complete.
  5. Press on the top right save option or swipe down to save.

To remove an attachment, press the gray X on the right.


How view attachments in gallery

✔️ Web

  1. Open the task
  2. Click on the attachment to view it in the galley.

If you have more attachments for that task you can move between them with the arrows.

Note: This option is currently available on the web app only.


How to create/edit a checklist

✔️ Web

  1. Open the task.
  2. Click on the blue plus on the bottom right corner.
  3. Select “Checklist”.

Once the Checklist is added you can edit the title and item name:

  • To change the title, press on “Checklist” type in the checklist name.
  • To add a first check list item, press on “Add a new checklist item” and type in the name.
  • To change the item name click on item and change the name.

✔️ Android/ iOS

  1. Open the task.
  2. Press “Tap to add checklist”.
  3. Name the checklist.
  4. Press on the top right save option or swipe down to save.

Once the Checklist is added you can add items and edit them:

  • To add a first check list item, press on “Add nee item” and type in the name.
  • To change the item name click on item and change the name.

*To learn how to assign a member to a checklist item see Member Assignment page.


How to assign members to checklist items

✔️ Web/ Android/ iOS

To learn how to edit the member assignment to a checklist item see Member Assignment page.


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