Home Guides Boards How and why to add document placeholders to tasks?

A new document place holder is created in the documents section of a task.

We take the same steps as with uploading a document, except instead of uploading an actual document we name the field where a future document should be added. This is helpful to add while we’re creating a board template or if we’re assigning the responsibility of a task to someone else.

We start by clicking on the “+” icon in the top right corner of a task.



A dropdown menu where we click on “Attachment” will apear. A new tab will open. To add a document placeholder, click on “Add new document”.



A new section will open.



First choose the document type (inputoutput, or task document), then enter the document name. For placeholders, these document names serve as guidance for what type of document later needs to be uploaded.

If there is a need, we can add some more information to the description. Once everything is done, click on “Create”.

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