Add New Comments with Attached Files to Task Conversations

Use the Tasks submodule to add new comments with attached files to task conversations.

To use the Tasks submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To add new comments with attached files to task conversations:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar of the Jobs screen, click Jobs List and highlight the job associated with the task conversation to which you want to add a comment with attached files.
  3. On the side toolbar of the Jobs screen, click Tasks.
  4. On the Tasks screen, click the Tasks tab.
  5. In the grid, highlight the task conversation to which you want to add a comment with attached files and click Task Settings on the tab toolbar.
  6. On the Task card, click the Task Conversation tab.
  7. Enter your comment in the Type a comment or drag files here field.
  8. Click Attach files to your comment > Add attachment and locate and open the file that you want to attach.
    Alternatively, drag the file that you want to attach in the Type a comment or drag files here field.
  9. Click Publish or Private.
    WorkBook displays the new comment at the bottom of the list of comments.