Add URL link (SharePoint, Dropbox, etc.) to tasks
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Matthew Zaroff
We have several SOP we've developed, from how to run payroll for a particular payroll provider to how we use bank feeds in QBO. All our SOPs are accessible via a URL. It would be great to add a URL Link to tasks, so our team can just click a link from a Task in the Close screen to see the SOP the should follow.
This would also make it much easier when onboarding new staff members, as the SOP on how to complete a specific task would be accessible right from the task itself.
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Chet King
This feature seems easy to implement if Keeper enabled Markdown rich text formatting in all text fields. https://www.markdownguide.org/basic-syntax/
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Matthew Zaroff
Jessica Unknown - Yes, Rich Text links would be preferred. I could live with that, but adding the ability to post links in the Attachments section would also be preferred. I don't want to have my documents stored in a bunch of different places. Having them in one central location with link to that central location would make the documents more secure, easier to find when you don't have a link, and easier to backup.
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Jessica Unknown
You can currently paste a URL in a task description and can easily click on it. If you are looking for Rich Text links to prevent having the long URL visible, I support that.