Table of Contents
Introduction
When storing your task-related attachments, Indigo suggests a default location based on the selected Task Type, but did you know that you can also choose a folder location of your own?
Change the destination folder for your attachments by changing the file path 👣 during task creation, or from a template. A designated button will launch the shiny ✨ directory navigator screen.
Scan your existing folders or create new ones to select from, it's your call.
Whatever you choose will be reflected in the Document Manager module.
Read on for more info. 👇
The Directory Navigator Screen
Both the new task and the template screens bear the same Change Folder Destination button.
Clicking it will take you to the respective directory navigation screens. 👇
Here there are a few buttons you can use:
> Forward arrow: this is found at the far right of the folder name. Use it to enter the chosen folder.
< Backward arrow: this is found inside the grey block. Use it to go back to the parent folder.
➕ Add Folder: use this to create a new folder.
🗒️ Notes:
The name of the folder you're in is shown in a grey block. ☝️
The warning message at the bottom of the drawer is there to tell you that even though you're modifying the folder path, this will only affect attachments on newly imported or created tasks. All the existing tasks will keep their previous attachments' destination.
Keep reading to find out how to update your folders in both afore-mentioned screens.
Change Folder from Templates
Navigate to HR > Task Management > Templates.
Click on ✏️ Edit for an existing template, or on ➕ Add New to create a new one.
Scroll down till you see the folder path.
Click on the Change Folder Destination button right below the folder path to open the directory navigator.
From the template's directory navigator screen, you can:
Either: click on the ➕ Add Folder button in the grey block to create a new folder.
Type a name for the new folder and select Add Folder.
Click on the newly created folder to select it.
Note: In the image above we are creating a folder inside the Task Management one (refer to the grey block).
Or: navigate through the folders using the designated arrows, and pick your desired one. The name of the selected folder will appear in bold.
When you're ready, click Save in the bottom right corner.
Change Folder at Task Creation
Creating the Task
Go to HR > Task Management > All Employees.
Select the forward arrow for the employee you want to create a task for.
From the employee drawer on the right, click Create New Task.
When you select a Task Type, the system shows the default folder path where that employee’s task attachments will be saved in Document Manager. Click the Change Folder Destination button, situated right below this folder path.
This takes you to the new task's directory navigator.
Changing the Folder
From the task's directory navigator screen, you can:
Either: click on the ➕ Add Folder button in the grey block to create a new folder.
Type a name for the new folder and select Add Folder.
Click on the newly created folder to select it.
Note: In the image above we are creating a folder inside the Task Management one (refer to the grey block).
Or: navigate through the folders using the arrow buttons, and pick your desired one. The name of the selected folder will appear in bold.
When you're ready, click Save in the bottom right corner.
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