Adding Files to Preventive Tasks

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Robert Commiskey
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1. Click the Preventive Tab and navigate to the Tasks feature to view the tasks grid. 

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2. Scroll to the rightmost column of the grid to find Actions. Click the View button for the task to which you would like to add a file. 

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3. Within the task page, navigate to the Files tab and click Add File. 

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4. Select Upload File to upload from your device. Browse Uploads to add a file already in the My Files module, or Create Shortcut to add a URL.  

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If you select Upload File or Create Shortcut, enter a name for the file. If you would like to make the file visible to tenants, click the box next to Tenant Visible. Select a category for the file, enter any notes or tags if needed, then click the Submit button at the bottom of the page to finish. 

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If you select Browse Uploads, you can click the box to the left files to select multiple files to upload at a time. Click the Submit button at the bottom of the page to finish. 

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