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Uploading Standalone Files

(Hitask Help) #1

hiTask allows you to quickly and easily upload files which you can use as “to-do” items that need your attention. Standalone files behave and can be used just as any other item. They are do not depend on specific tasks or notes.

  1. Click the Select File to Upload button and select the desired file from your computer.

  2. Add a description for your file and enter any details you might need later on.

  3. Select the File Tab below. Click Upload (A) to quickly upload your file (You can edit it later) or continue with the steps below to share, tag and prioritize.

  4. Under the Sharing drop down, select who you would like to make this file visible to. The team members you select here will be able to see this file, even if it is not specifically assigned to them. If you do not select anything here, the file will be set to Private. Otherwise, you may choose to share it with everyone in your team or with specific members. Once you have selected who should see your file, you may remove people as needed or set specific permissions for each team member:

    • View and Comment: Users will see the task or project in their hiTask account, they will be able to view the task details and add comments. They will not be able to do anything else with the task, such as to complete, modify or reassign it.

    • Complete and Assign: Users will see the task, will be able to mark it as completed or un-completed. Users will be able to use Time tracking to log time spent on this task. They will be able to assign it back to you or anyone else who can see the task.

    • Modify: Users will be able to modify the title, description, dates and other properties.

    • Everything: Users will be able to do everything, including to Delete and Archive it. Users with the Everything permission are also able to change sharing and permissions.

  5. Assign the file to yourself or a team member. The Assignee is the person who takes responsibility for the completion of the file. Click the drop down and select the desired team member.

  6. Select Participants - They are members of your team who contribute to the completion of the file item, but are not the primary responsible - a role that is filled by the Assignee.

  7. Include your file into a Project - Select one from the drop down or create a new project on the spot. You can create a standalone file item if you like - simply select None in the drop down and the file will not be included in any Project.

  8. Set a Priority - Choose between: Low, Medium and High.

  9. Add Tags - These are extremely useful when you want to categorize files depending on certain criteria or when you would like to work with specific files that might be included in different projects

  10. Add a Color Label to further categorize your file, this makes it easier to find them visually. You may associate Color Labels with types of files, types of content, with Projects or Priorities. The possibilities are endless - you can use the Color Labels in any way you see fit.

That’s it! Now simply click Upload (B) below and your file is uploaded.

Attach Files to Your Tasks