Documents
Keep knowledge close to the work
Create project documents, attach files, preview media, and turn source material into action.
- Available
- Core and above
- For
- Project members
Build a working document
Project documents combine written context with attached artifacts such as PDFs, audio, video, and images. Multiple files can live with the same document when they support one subject.
- 1Open Documents and choose a project.
- 2Create a document or upload source material.
- 3Add notes and supporting files.
- 4Link related tasks where useful.
- 5Save the document so the project retains one shared source of truth.
Use documents for training
A project can organize training material without turning Taskologic into a public video platform. Project access controls who can open the document and its artifacts.