Comment Attachments

You can upload attachments into checklists in the comments section of each task.

This allows you to communicate with other users in your organization, and share files and documents with ease.

You can set up automations to notify you when attachments have been made in checklist comments, and also have those files pushed to your file storage app of choice.

Users: All users can add task comments and comment attachments.

How to add comment attachments

Start by opening the checklist you want to comment on, click to select a task, then scroll to the bottom of that task.

Here you will see the comments field. You can either drag and drop your file into the comment box or click “Attach” and browse for a file.

Note: You can attach one file at a time as long as it’s within the file upload limit, but since there is no storage limit on your account, you can attach as many files as you need.

Automations

You can use comment attachments to trigger an automation. For example, when someone attaches a file to the comments, this automatically saves to a folder of your choice in Google Drive or Dropbox (or wherever you choose).

Comment Attachments and Comments are two of the four triggers that you can use in Zapier integrations with Process Street.


 

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