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attaching files

when I attach a file against a task within a project why is this document not visible on the top level project view. I thought that the top view of the project would show all documents that have been associated with the project. A roll up from the task level.

Thomas Petersen Answered

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Hi Thomas,

Unfortunately this is by design, however with some advanced configuration and usage of Custom Panels you may be able to achieve a similar use case.

Please reach out to your Customer Success Manager or attend one of our free Advanced Configuration Office Hours for guidance on what your options are.

Vanessa Michau 0 votes
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Hi Tom Do

I have installed the app, it is working good for the new attachment of files but i need roll up for existing files also. may I know is that possible?

Thanks

 

 

Rajinikanth 0 votes
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It is possible, but you would require creating a different customization (I would recommend talking to your PS Consultant or CSM since we don't have an pre-built app for this).

Josh Santos 0 votes
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