Attaching files to tasks

John Lyder
John Lyder Member Posts: 11
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edited July 4 in Sales CRM #1

Would it be possible to implement a function for attaching files to tasks in the Project Module? Tasks can be very important and often related to finish documents, send documents, change design files etc. It would be nice to be able to attach files to tasks.

Best Answer

  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,240
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    PRODUCT MANAGER
    #2 Answer ✓

    Hi John,

    At the moment it's not in the plans but I've heard it before. I've added your feedback as a note to the request for when we might prioritise it.

Answers

  • AJ Willoughby
    AJ Willoughby Member Posts: 10
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    @Mike van der Valk Attaching files to tasks would be a game changer for us. We have been struggling trying to figure out how to do work arounds and still have not found a good work around yet (I'm open to suggestions on a good work around).

    Is there a way to get this feature put into the future plan for sometime in the next 6 months? (trying to keep the staff from being upset with me all the time about this)

    AJ

  • Martin_63179
    Martin_63179 Member Posts: 2
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    I created a file on google drive. I drop my documents that I want to have in a task for a person of my team. I create my task in Pipedrive, add the description box that allows me to add linked documents. In the end, it's one more step but I have all my tasks grouped in one place, categorized and by team person with the documents needed to get the job done. 


  • John Lyder
    John Lyder Member Posts: 11
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    Nice workaround! Sure could work for a lot of people, but I hope for a native support in Pipedrive

  • Martin_63179
    Martin_63179 Member Posts: 2
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    I agree but as you say, it's a good workaround. CIAO

  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,240
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    PRODUCT MANAGER

    Hi @AJ Willoughby unfortunately it's not on the roadmap for the coming period but perhaps the workaround @Martin_63179 shared above could help you too?

  • Alex Giess
    Alex Giess Member Posts: 14
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    edited March 24 #8

    Pipedrive would save our team 1 hour/day and remove managing duplicates if it could go into an MS Teams folder and just create a link to the file stored there already similar to what you can do in Outlook


  • Mark Rousseau
    Mark Rousseau Member Posts: 5
    First Anniversary First Comment Photogenic

    This would be a game changer for us as well!! We will be cancelling our projects add-on and continue to use Asana or Todoist, you can attach images and files to tasks in their platforms.