Support Center

Adding Comments/Attachments

Last Updated: Dec 11, 2014 03:16PM EST

Adding Comments

1.     Select a template or individual’s plan.
2.     Click “View Action Plan Details” on the upper toolbar.
3.     Select the To-Do Item to add a comment to.
4.     On the right side of the screen, open the box that says “Comments/Attachments.”
5.     In the box, click “Add Comment.”
6.     A popup box will appear.
7.     Type in the comment and click “Save.”


​Adding Attachments

1.     Select a template or individual’s plan.
2.     Click “View Action Plan Details” on the upper toolbar.
1.     3. Select the To-Do Item on the plan to add an attachment to.
3.     On the right side of the screen, open the box that says “Comments/Attachments.”
4.     In the box, click “Add Attachment.”
5.     A popup box will appear.
6.     Hit “Browse” to search your files and select the one to upload.
7.     Enter a description and hit “Upload.” The document will be uploaded and attached to the specified To-Do Item. 
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