Add task notes and attachments

Attach instructions and supporting files directly to the task that needs them. Teammates can then find the information while doing the work.

Add notes or files

1. Open the task's details panel.
2. Select Notes on General, or Fields if Notes is a configured Table column. Edit the instructions, then select Save.
3. Under Photos and files, select Add. Template task settings use Instructional files instead.
4. Select a filename to view the file. To remove a file, move over it or select it, choose its delete control, and confirm. Removing a public resource detaches it from this task.
5. Return to the task to confirm the note or file appears as expected.

Instructions, evidence, and signatures

Task attachments support the work. In Play, an Evidence action lets someone attach proof of a step they performed. A Signature answer is different again: it asks the person completing a Form or Play step to sign. Keep each item in the place where people will need it.

Related help

• Edit a task
• Use Play view
• Choose task and answer types