- Help Center
- Files
- view files
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Tasks
- create a task
- on hold
- accept
- assign task
- off hold
- start date
- due date
- description
- edit task
- mark complete
- revoke completion
- approve task
- revoke approval
- delete task
- My Action Items
- declined task
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- action item on hold
- search
- filter my action items
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- ^ arrow
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- recurring tasks
- start a task
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How do I view a File?
To view a file, first you must locate and open the task the file is in.
- To view a file, click on the task name to open it.
- Click on the File tab in the middle of the page.
- You will see a listing of all files that have been uploaded into that specific task.
- Locate the file you wish to view.
- Click on the box with an up arrow to the right end of the file and the file will open on your screen.
- When done viewing the file, click Close.