Quick How-to Guide: Adding Images and Documents to Project Manager
Project Manager is a tool used to ensure everyone is informed of the status and progress of each task involved in a project. You have probably noticed you get emails when tasks are updated. The email only shows the latest comment, but it allows you to “view in task manager” which brings it up in its entirety. This will show you each step or comment that has been added. At the bottom of the page is a blank space where you can add a comment. Below that comment box, you will find two drop down menus. The first drop menu allows you to assign the task to the next person who needs to work on it. The status probably says “open” and will likely remain so until it is marked “complete.”
Under the drop down menus is a line that says “Attachment:” then a blank box and a button that says “Browse.” This is the place where you can add documents and pictures or other images. It works just like attaching documents to an email. Click on the Browse button and you will be able to search from your files for the item you want to upload (probably a photo.)
Now – here is the tricky part. Before you “Save Task/Comment,” please double check that you have assigned it to a new user – even if you assign it back to yourself. If you forget to reassign it, you will receive an error message and you will have to re-attach the photo.
Using Project Manager for documents and images is a great way to keep everything related to your project in one place. It also eliminates the need to send large emails.
If you have any questions about using Project Manager, we will be happy to answer them, just call us at 863-291-4268. Thanks!