Adding Documents to a Task

Overview

Upload files to a task or to one of its notes. Documents on a task, and on its notes, also show on the task's Participant's Documents page, so you don't need to upload anything twice. If you change the task's Participant, its documents move to the new Participant.

The task's Documents tab lists every document uploaded to the task and to its notes. You can upload documents to tasks you own; Admins and Managers can also upload to other users' tasks.

Uploading Documents to a Note

After the Note has been saved, select Upload Documents at the bottom of the Note input and choose the files to upload.

Accepted file types are CSV, DOCX, PDF, DOC, JPG, PNG, EML, XLSX, MSG, TXT, ZIP, and XLS, up to 500MB per file. This is the same Upload Documents experience wherever you find a Note in Astalty - Support notes, Group Support notes, Internal Event notes, and Participant notes all work the same way, not just Task notes.

Uploading Documents to a Task

Open the task's Documents tab, select Upload Documents and choose your files.

The Documents tab accepts the same file types as notes, plus audio and video files (MP3, MP4, WAV, WEBM, MOV, M4A, OGG and AAC), up to 500MB per file.

Editing the Name and Adding a Category to an Uploaded Document

Before uploading, select a file's name to rename it. Select the category icon beside the name to choose a category. You can also enter a new category name in the search field and create it there. Categories help you find the file later on the Participant's Documents page.

Select Upload to save the files.

Adding Multiple Documents to a Task

Choose several files to upload them together. The number beside the Documents tab shows how many documents are attached to the task.

Additional Options

If you click the three dots to the right of the uploaded document. You have the option to view the document within Astalty or Download the document itself.