Adding a File to your Task

Adding a file to your Task is a great way to help keep everything organized and easy to find. You can link multiple files to a Task — for example, a wedding coordinator might attach the happy couple's "must haves," venue and menu quotes, DJ music playlists, tuxedo rentals, and more.

Mac

There are three different ways to add Files to your Task.

Select Add File from the … button on the right hand side of the Daylite app.

Now you can select how you want to attach a File to your Task.

A Copy of a File

This adds a copy of the file to Daylite and the file is then available to all users to view in their Daylite. This type of file attachment is most suited for documents that do not need to be edited further, such as PDFs.

A Reference to a File

This is a link to the path of a local file that is available on your Mac in Finder. Note: Files added in this way will NOT be available to other Daylite users on other computers.

A Reference to a File on the Internet

This is essentially a URL link to a web page or perhaps a shared file that is available on file storage services such as DropBox, SharePoint, etc. This would be a good method to use for a file that needs update contributions from multiple people. A spreadsheet would be an excellent example of this type of file.

iPhone & iPad

To add a file to your Task, simply select the Task and tap New File.

Next, select what type of file you would like to add.

You can Choose Photo, Take Photo, or Choose File.

Finally, if you are choosing to add a File, select where the file resides.

Locations could include iCloud, Adobe, Google Drive, or your iPhone or iPad.