What:

• Share + request: We now support sharing and requesting uploads of files/URL’s within an action plan.

• Notification: When a file/URL is uploaded, you will be notified to track along with progress.

Where:

• In app + presenter: This functionality will work inside the app for the action plan and in the presenter mode.

• File Share: All action plans will have a “File Share” button on top right with all uploads available in one place.

  • Abilities: Download, access, and upload all files/URLs within the action plan from this page.

When:

• Enable: Anytime it is enabled on the task.

  • How to enable: Within the task, check the option “Request user to upload files with the task”

  • How to upload: Once enabled, there will be an “Upload File” button that allows users to upload a file or insert a URL, automatically completing the task.

Use cases:

• Client intake

  • Brand kits

  • CSV of client list

  • Process documentation

• Assessments

  • Loom videos with a sales demo

  • Training review, walking through app use/what they learned

  • Writing example for a case study

• Mapping exercises

  • Customer journey map

  • Org chart flow

  • Process workflows