Tasks
Require file uploads
Admins & staff
Ask the client to upload files with a task, either as a must-do or as an option.
Where:SidebarTasks
- Create a task, or open an existing one and select Edit.
- Select the Advanced tab. In the wizard, Client File Upload is in the Advanced column of the Task Details step.
- Under Client File Upload, choose Required or Optional.
- Select Create Task or Save Changes. In the wizard, select Continue and finish the remaining steps.
Good to know
- With Required, the client cannot finish the task until they have uploaded at least one file.
- Client File Upload only appears when file uploads are turned on for your business and your plan includes them, and a plan without them shows a message instead.
- To see what the client sent, open the task and expand Documents Uploaded.
Related
- Assign a taskCreate a task for one client, then send it to them or keep it as a draft.
- Edit a taskChange a task's details, due date or requirements after you have created it.
- Download a client's uploadsOpen or save the files a client has uploaded, for one task or across all their tasks.
- See how a client uploads filesSee how a client sends you files on a task, what they can upload and when they can change them.