Lesson 36 of 40
Ask each team for the files you need
This video shows you how to turn a spreadsheet delivery list into file requests, so everyone can see what each team owes and nothing sits unchecked.
What you'll do
- Copy the list from your spreadsheet and paste it into File Manager.
- Select Review list. Use Build from metadata so every file gets its standard name.
- Choose the team that owes the files and select Request files.
- Each file appears marked Requested. Attach requests to the tasks that need them with Add New in the task file field.
Why it matters
Asking for information by name, from the team responsible, before it is due beats chasing it after. The list is visible to everyone, and it updates itself the moment a file arrives, so it never goes stale like a spreadsheet does.
Common questions
Who can request files?
Anyone with the Manage Files permission.
Can one request serve several tasks?
Yes. Attach it to each task, and one delivery fills it everywhere.
Discussion
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