Documents

Can I upload a document or image without a task?

You can upload a document or image without a task. However, the document must be uploaded to a custom folder that already exists, or you need to create a custom folder for the document before you upload it. 

You can upload a document or image without a task. However, the document must be uploaded to a custom folder that already exists, or you need to create a custom folder for the document before you upload it. 

Note: if you are trying to upload a document to a custom folder for the monthly close prior to the task being assigned, then this will cause the following issues:

  1. Duplicated effort, as the task will still need to be completed when it is assigned, and 
  2. The document could be missed, as Botkeeper does not manage custom folders  

Note: The only way to complete a document upload request task is to upload the requested document and click the Save & Complete button.  This button is only available when the document is uploaded in the task.

Upload documents or images without a task