Adding an attachment in the Planning Wizard functions exactly like the Attachment option in Job Plans. Attachments are limited to a 20MG size limit and must be uploaded one at a time.
Steps in the screenshots correspond to the numbers in the headings.
1. Go to the Planner Portal under the Planner Scheduler role.
2. Click on the Tasks option.
3. Click the checkbox in front of the task you want to edit.
4. Click the magic wand icon to enter the Planning Wizard.
5. Attachments can be found under step 5.
6. Click the +Attachment button.
7. To add an attachment, click Choose File.
8. Find the file you want to attach and choose Open.
9. Add a description.
10. Click Attach File.
11. The attachment now shows in the attachments section.
12. By clicking on the three vertical lines, you will see the option to either download or delete the attachment if needed.
13. If you want to add another attachment, you would simply repeat the process.
14. If an attachment has been added, it will show in the summary panel.
Hyperlinks as attachments
You can also add hyperlinks to tasks using the Attachment screen on the Task Planning Wizard.
15. Load the Task into the Planning Wizard. It opens up to the Job Plan Screen.
Keep in mind that any links added in the Job Plan will flow through to the Task. The P/S also has the ability to attach additional links in the Wizard, which is what we will show here.
16. Click on screen 5 - Attachments.
17. Under Links, if any hyperlinks have already been assigned, they will show up in the blue box. click the +Link button.
18. Enter a title that describes the link.
19. Enter the URL/web address.
20. Click Add.
21. The link will be added and show up in the Links Section.
22. You can click on the three dots at the end of the line to edit or delete the link.
23. If you wanted to add more links, you would just click +Link and start the process over again.
24. If you are going to duplicate a link, the system will give you a warning message. The warning message appears under the URL
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