Knowledge base

The organization's own PDFs, linked to a case, a task, a folder, or a project.

What it is

The knowledge base is your manuals, not TaskShot's help. Shared PDFs the whole organization can open, and attach where the work is.

Where to find it

Web: Knowledge base.

How it works

Upload a PDF. Only PDF files are accepted. Search the library by title or filename. Attach a document to a case or a task, to a whole folder, or to a project. Attached to a folder or project, every case inside shows it.

You can mark pages. The marked pages are what open when someone follows the link. You can also attach the document without marking pages.

Good to know

Deleting a document from the library removes the links on cases and tasks. This website Help explains TaskShot. It does not replace the manuals a company stores for its own jobs.