Upload files to a task book
How trainees and supervisors add documents to a task book.
A task book can hold uploaded files — PDFs, Word docs, scanned skill sheets. Trainees can upload into their own book; supervisors can upload into a trainee's book.
Open the book (trainees via Task Sheets; supervisors via View Assigned → the person's name), click the Documents tab, and in Add a Document: enter a Name, set Personnel Evaluation to Yes/No (evaluation documents have stricter visibility), choose the file, and click Upload. It then appears in the Documents list.
More in Task Sheets & Task Books
Access a task bookSign off on a task in a task bookFill out and sign an evaluationStill need help? Ask the team