Yes, BrightManager supports attaching files to staff tasks, making it easier for teams to share documentation, working papers, or reference material directly within the task workflow .
How to Attach Files to a Staff Task
- Open the Task List or Task Details
- Navigate to your Task List and select the specific staff task you want to add a file to.
- Select the Three Dots Option
- On the chosen task, select the three dots (more options) icon.
- Choose Upload Document
- From the drop-down menu, select "Upload Document." This will allow you to add your file directly to the task for easy access and collaboration .
- Add File
- You may drag and drop the file into the designated area or use a browse/upload button to select the file from your device.
- Save or Confirm
- The file will upload and become associated with the staff task. Save or confirm the update to ensure the attachment is accessible to all relevant users.
- Access Attached Files
- Attached documents are visible within the task, allowing staff members to view, download, or reference them whenever needed.