Is there a way on "Add Automation" to add a file at each new created task?

pedro_izicast
pedro_izicast EN Basic Posts: 6 Beginner
in Ask the Community

I would like to insert a neutral form at each created task... is it possible?

Best Answer

  • Admin BSF.company
    Admin BSF.company International Partner, MT Tester, EN Business Posts: 487 Community Leader
    Answer ✓

    Hello @pedro_izicast thanks for your question.

    The step #6 in the process of creating an automation of the type "Recurring Task" shows that you could (in theory) add an attachment to the task template used in the automation, as shown in the image below:

    image.png

    I say "in theory" because I haven't tried it myself; however, I'm linking the help article with throughout instructions for you to check it out and give it a try 👇

    Create a Recurring Task

    I hope this helps.

    Best regards 👍

    Andrés D'Andrea

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