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Attach Document or File to Task

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Depending on how a task is configured, the assignee may be required (or optionally elects) to attach a supplementary file to mark a task as complete. For instance, a task assigned to a New Hire might require an employee to attach two forms of legal identification' or other documentation to the task. 

To attach a document or file to a task, navigate to the email notification sent to the assignee and click Mark as Complete

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Alternatively, the assignee can mark the task as complete by navigating directly to their Greenhouse Onboarding user account.

Note: If a task is configured to have an attachment required to be marked complete, the user should navigate directly to their Greenhouse Onboarding user account. 

From the assignee's Home page, navigate to the My Tasks panel and click the appropriate task.

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From the subsequent Edit Task dialog box, click Add Attachment and upload a file directly from your computer. Repeat as necessary.

Once a file is added to the task you can mark the task as complete by clicking Screen_Shot_2018-12-04_at_2.08.33_PM.png

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When finished, click Save and Close. The task will be marked as complete.