Contents
Notes and Files
What is it?
Notes are a useful way to to add data to your tasks, register random thoughts regarding it, or simply add directions for your collaborators to follow. Adding files is a great way to enrich your tasks with added information that is needed for proper execution.
Who can access?
- All users can take advantage of these features!
- Users can add up to 60,000 characters under the Notes section.
- Standard users can add up to 1.5MB attachments.
- Premium and Teams users can upload larger files without any restriction to the number of items.
- Notes & Files can only be added to standard tasks (not Grocery items).
How does it work?
- Notes are saved under your tasks and can easily be added or altered.
- Under your tasks you can also attach voice notes, images, videos and any other file formats.
- Notes can contain up to 60,000 characters.
To add a note
✔️ Android/ iOS
- Tap on your task to open its full task view, and then press “Tap to add notes.”
- Tap “Save” to save the Note, and pull your task menu down (or tap “Save” at the top right corner of the Task Menu).
✔️ Web/ Windows/ Mac
- Click to open your task menu and then press the box that says “Insert your notes here”
Note: notes can contain up to 60,000 characters.
To edit a note
✔️ Android/ iOS/ Web/ Windows/ Mac
- Simply tap on an existing note, begin typing, then press “save” and pull your task menu down.
To add a file
✔️ Android/ iOS
- Tap on your task to open its full task view, and then press “Tap to add files.”
- Choose the type of attachment, select or create your attachment.
- If you already have a file attached, you will instead press “upload” on the right side of the attachments section.
✔️ Web/ Windows/ Mac
- Click on a task to open its menu.
- Then either click “Upload” and select your file, or just drag/drop your file onto the attachments section.
To remove a file
✔️ Android/ iOS/ Web/ Windows/ Mac
- Press the
to the right of the file
