Feature Request : File Links For Tasks

Almost every task we do requires a file to be edited.

Currently tasks can only have a static file uploaded. Which I would almost consider pointless.

It is possible to enter a hyperlink to a web based file as a comment, but this is a pretty crude approach and our less tech savey  workers don't seem to be able to get this right.

It would be better if tasks had a files tab like opportunities and projects, with the same "add files" features. 

....and while your at it, improve the ability to link emails to tasks. This ticks me off every single day.

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Comments

5 comments
  •  Hi Bruce:

    Thank you for the ideas and feedback – we appreciate you taking the time to be part of our community!

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  • I concur with all the points Bruce brought up.

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  • ditto!! make external hyperlinks as useful as internal links! 

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  • I agree. I need to add the link to the order page for this project, just like I leave a link to the project in my order page. But it doesn't work in Insightly. I even tried typing out the html link and it just showed the html and the link but didn't create a hyperlink. This is a much needed feature.

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  • Thank you for sharing your workflow Mark, this is helpful when considering feature requests.

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