How to attach files to a task
Files on a task document the work: before and after photos, the supplier's receipt, the measurement report, the quote behind a measure.
How to attach files to a task
- Open the building you want to work on. See How to switch building and search for a building.
- Go to FDV > Tasks in the sidebar.
- Open the task.
- Go to Files.
- Upload the files.
If the task has no files, it says No files.
How to delete a file
Use Delete file and confirm Delete this file?
What's worth attaching to the task
The files that turn the task into documentation after the fact:
- Before and after photos — the best evidence of what was actually done
- A receipt or invoice from the supplier
- Measurement reports from commissioning or balancing
- The quote behind a measure. See How to add measures and budget items to a task.
Where the file belongs
Properate has three places for documentation, used differently:
Place | Suits |
|---|---|
Task | documentation of this job — photos, receipts, reports |
Component | documentation of the part — datasheets, nameplates. See How to attach files to a component |
File archive | documentation of the building — FDV, manuals, contracts. See How to upload files to a building |
Note: Files uploaded on a task belong to the task. If the document is worth finding again long-term — an updated function description after a rebuild — it belongs in the file archive, labelled and attached to the system, not only on the task that prompted the work.
Frequently asked questions
Can I upload photos from my phone?
The task is available wherever you are, so photos can be attached while you're standing at the installation.
Do others see the files?
That follows the task's Visibility. If the task is set to Me, nobody else sees it or its files.
Do I get an error if the upload fails?
Yes, if the file doesn't get through. Try again.
Can I attach the same file to several tasks?
If the document applies to several cases, it usually belongs in the file archive instead.
Tip!
Take the photo before the work starts, not only after. An after photo alone shows that something was done; a before-and-after shows what was wrong — and that difference is what's worth having when a supplier, an owner or an insurer asks.