How can I attach or send photos and files to my assignees on to-dos?

updated

January 23, 2020

Full site

From the main site, you can attach photos or files directly to a to-do item with the "Attach" option that you'll find after clicking into a to-do.

Choose from any files that have already been uploaded to other areas of the project, or upload a new file from your computer.

After you upload the photo or file, make sure to review the client  and partner visibility settings.

A green icon for either will indicate that the item is visible to those users.

If you are assigning the to-do to a sub, and you want to ensure that they receive the file or photo in their individual work request alert, make sure you edit the attachment to ensure that partner visibility is on.

Note that turning on partner visibility will also make that file or photo visible to ALL of your partners who have web access and are able to view the project details online.

Your clients and partners who have a CoConstruct login and access to this project can also attach files of their own via the full site. They will not be able to control the client/partner sharing options for the file like you can, though.

 

Mobile app

From the mobile app, you can upload a photo or multiple photos from your photo library, and you can even snap a new picture to upload directly from your device.

Your clients and partners with a CoConstruct login can similarly upload photos to to-dos from their mobile devices via the mobile app.

 

Email

Whenever your users receive work requests or comments on a to-do item, they can reply back to those email alerts with any comments or attachments of their own.

Those attachments will be uploaded and attached to the corresponding to-do, and you will see a link to the file within the to-do's comment thread.

 

How do the assignees get the photo and file attachments?

While your assignees can log in to view the attachments that have been shared with them, your assignees who receive individual work requests will additionally have the attachments included directly in their work request emails.

Learn more about how your assignees are notified of new or updated to-dos.

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