Files can be assigned to a Tasks to define required file submissions.
A Task cannot be marked as complete until the required files are uploaded.
File Options
Within the Files section, the following options are available:
Assign Doc Templates
Connect Files & Criteria
Connect Folder & Criteria
Assign Doc Templates
Assign Doc Templates is used when a Task requires a new file to be created from a predefined template.
NOTE: Supported templates include common file formats such as DOCX, XLSX, and PPTX.
The Task Owner will:
create a file using the selected template
upload the file to the specified folder location
Add Document Templates
In the Files section, select Assign Doc Templates.
Click Add More Templates.
Select the required Template from the dropdown.
Click Done.
The selected template will appear in the Create New Task panel.
Select the folder path where the generated file will be uploaded - redo this ss
TIP: Click Add More Templates to assign additional templates as required.
Connect Files & Criteria
Connect Files & Criteria is used when existing files must be linked to a Task and validated against defined completion criteria.
Files must be selected from a specific folder within the selected Project.
In this area, you will select files and define the conditions they must meet for the Task to be complete.
Add Files and Criteria
In the Files section, select Connect Files & Criteria.
Under Select Folder, click Select an Option.
NOTE: A Project must be selected in the Project Finder before selecting folders or files. For more information, see Selecting a Project for Playbook.
Locate and select the required folder, then click Add Folder (bottom-right).
Click Add/Connect Files.
Select the required file(s) from the chosen folder.
Click:
Associate and Close to finish
Associate to add more files
TIP: Click Create Placeholders to add additional file placeholders.
Task Completion Criteria
After connecting files, define the conditions required for Task completion.
Progress Condition
Select a Status.
Select a Purpose of Issue.
TIP: Click + Add More Item to define additional conditions.
Custom Attributes
Select an Attribute Name.
Select the corresponding Attribute Value.
TIP: Click Add More Attributes to add additional Attributes.
Rescind Condition
Select a Status under Rescind Condition.
Task Completion Behaviour
The Task will be considered complete when the connected files meet the defined progress conditions and criteria.
Connect Folder & Criteria
Connect Folder & Criteria is used when files or placeholders within a folder must meet defined conditions for the Task to be considered complete.
In this option, conditions are applied to all relevant files within the selected folder, including files that already exist or are expected to be uploaded.
Add Folders and Criteria
In the Files section, select Connect Files & Criteria.
Under Select Folder, click Select an Option.
Locate and select the required folder.
Click Add Folder (bottom-right).
Task Completion Criteria
After connecting folders, define the conditions required for Task completion.
Progress Condition
Select a Status.
Select a Purpose of Issue.
Custom Attributes
Select an Attribute Name.
Select the corresponding Attribute Value.
TIP: Click Add More Attributes to add additional Attributes.
