Adding attachments and associating objects in a task
Prerequisites
- Access to the Board and backlog (KN008) menu.
- Configured workspace.
- Created task.
Introduction
The operations of a board include the possibility of attaching files to tasks and associating records from SoftExpert Kanban or from other components of the system. See how to use these resources:
Adding attachments
1. Access the Board and backlog (KN008) menu.
2. Select the workspace of the board in which you want to attach a file to a task.
3. Click on the ID # of the desired task to open its data.
4. Then, click on the Attachment option.
5. Click on the 
button.
6. Use the screen that will open to select the desired file.
7. Once done, click on Send.
8. Lastly, click on Save.
Associating records with a task
Watch the video to learn how to associate records with a task:
- Records from other components can only be associated if the organization has acquired the corresponding components.
- For document association (SoftExpert Document), if no results are found when you search for the name of a document, the system will display an option for you to create a document, which will be associated with the task automatically after it is created.
Conclusion
Attachments and associations are the best way to correlate ideas and projects!