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Attach Files Task Option
When creating client tasks, the Attach files task option enables you to attach all types of files and quickly send them to clients to view, annotate, and approve directly in their Motion.io portals.
This article will provide instructions for using the Attach files task option and explain additional functionality that allows clients to annotate and approve files you attach to client tasks.
đź‘‹ Tip: If your team needs access to files from previously completed tasks, all files your team attached to tasks are quickly accessible from the Files page of each. To learn more about creating folders and managing files in Motion.io, click here.
How to Attach Files to Client Tasks
After creating a new task or clicking the edit icon (see example) on a task you want to attach files to, click the toggle labeled 'Attach files' under the Task Options section of the task composer.
In the modal that opens after clicking "Attach files," upload the files you want to attach to the task. From here, you can send the task as-is or click the check boxes next to each file you uploaded to require client approval and allow them to annotate images with their feedback (explained in detail in the next section of this guide).
📢 Note: While Motion.io's Attach Files task option features a powerful built-in system for collecting client feedback and approvals on files you share, it's optional. If files you attach to a task are simply for your client's records or to provide additional context, leave this option unchecked.
How to Require Client Approval on Files
If you would like to gather client feedback and approval on files you've attached to a task, Motion.io's built-in file feedback and approval functionality provides a convenient way to do so.
To enable clients to leave pinned comments and mark each attached file you've attached as "Approved" or "Changes Requested," click the check boxes under "Requires Approval" next to each file you want to require approvals on.
👋 Tip: When you click Require Approval — the images, videos, and PDFs you select can be annotated with comments by the client. Other file types will display in a file viewer where clients can mark files as "Approved" or "Changes Requested" but not pin annotated comments.
After sending your task, clients can mark files as “Approved” or “Changes Requested,” pinning any comments directly on the files you attached.
In scenarios where you've toggled Required Approval on multiple files, your client can easily toggle between them by clicking the thumbnails (see example).
