Copy/Move Attachment Enhancements

Hi all,

I thought it best to start a post for Copy/Move Attachment Enhancements since we've been having some functionality issues.

Problem: Finding a task in a project to move an attachment to is not as straightforward as it should be. If you have a consistent naming convention for tasks and have not recently clicked on the task you want to move your attachment to, it is very difficult to find. 99.99% of the time we are moving an attachment to a task within a project.

Current workaround: Users have to click on the task they want to move an attachment to for it to show up when clicking Select task

Proposed solutions:

  • Solution 1 - The task dropdown shows all project tasks first and then shows most recent tasks.
  • Solution 2 - Add a button link called: Select task inside this project which would then show a dropdown with only that project's tasks.


Upvote 9
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
1 comment

Hello Christopher Halkovic, thank you for sharing your detailed feedback on attachments. I've passed it on to our Product team👍🏼

👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Copy/Move Attachment Enhancements
[this list is visible for admins and agents only]

Didn’t find what you were looking for? Write new post