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How To Move Files Between Tasks

This article demonstrates how to move files between tasks. Move a client files between their tasks.

Dan Pinkous avatar
Written by Dan Pinkous
Updated over a year ago

This article will help you move files between tasks.

Here is a video with a step by step tutorial in how to complete this task.

Below there is a step by step guide to companion the video.

  • First we will need to hover our cursor over the file we need to move.

  • Next we will select the circle to the left of the file.

  • Once we have done that a box will populate allowing you to select the task you would like to move this file to.

Once you have selected the location for the file you're good to go!

We hope this article answers your questions and gave you the info you needed to successfully move files between tasks.

If you need any further support feel free to reach out via intercom or email at support@gettruss.io

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