Automation: Add an attachment

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Neele Carstensen
Neele Carstensen EN Basic Posts: 1 New Here

For our work it would be good if there was an automation that adds files (for example Word documents, Excel documents, PDFs, ...) to a card as soon as they are loaded into a new column. According to the training, this feature does not exist yet. Are there any considerations in this regard?

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  • Joerg Koper
    Joerg Koper DACH Partner, MT Tester, DE Business, EN Advocate Posts: 1,379 Community Leader
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    Hi @NC and welcome to the community 👋🙂

    That's a nice feature request. You've got my vote.

    In the meantime, you can create a task as a "template" with included documents, checklists, information or whatever you like. Make a copy of the task and move it into the section when needed. This way, you have the desired self-made-feature at hand until the requested one is hopefully developed 😉

    If you need the templates in regular fixed periods, you can of course use the Recurring Task automation. By the way…you can put your templates into a section created for this purpose and collapse it. This way it won't take up much space.

    Best, Jörg

    Als Experten-Partner von Meister führe ich in meiner Agentur u. a. Workshops für die Integration der Meister Software durch. Hier in der Community freue ich mich auf den Austausch mit Euch und helfe bei Fragen zu MeisterTask, MeisterNote und MindMeister gerne weiter.

    Weitere Informationen findest Du auf agenturkoper.de und LinkedIn.