Last Update 3 jaar geleden
In this article, we will discuss Attached Files, Notes, Mentions, Assets, and Contacts:
Click on the Date to Schedule Date, on the Time to Schedule Time, or on Duration to Set Duration.
- Add Note: Click on Add Note and write the Note, you can mention a teammate or Insert/edit image to your Note as shown above.
To mention a person in the Note, type “@” followed by the person’s user name. Note that the person in the mention will receive an email notification with the task link:
When you choose to Insert/edit image, you will be taken to the File Manager where you can choose from the pre-uploaded images and files or upload a new one.
- Attach File: You can attach files to your Task.
When you attach a contact to a task, you will be able to see their details and edit them (except for the email address) and add or remove tags:
If there is more than one contact attached to the task, click on the preview (eye symbol) to be able to see the contact’s details, if you click on the contact’s email next to it, it will open its profile:
And when you click on the contact’s email address under the Contact Info, you will be able to send them an email: