Attachments, evidence, and optional subtasks

Attach photos, reports, screenshots, and spreadsheets to a work order so anyone reading it later can see what was found and what was done. Where subtasks are enabled for your organization, you can also split a work order into them.

Add evidence

1. Add files while creating the work order, or open an active one.
2. Upload one or more files.
3. Preview them from the work-order details.
4. Check that the evidence makes sense on its own, without private messages or files stored elsewhere.
5. Add the final files before you select Resolve and Close.

Supported files	Maximum size
Images, PDF, XLS or XLSX spreadsheets, CSV	20 MiB per file

Uploads close when the work does

You can’t upload files once a work order is resolved or archived.

Keep the subject and description understandable without opening the attachments, and leave out personal or customer-sensitive information that the work doesn’t need.

In the PDF export of a resolved work order, images appear in full, and every other file is listed by name, type, and size, so the export still records all the evidence.

Remove an attachment

Only admin or supervisor users can remove attachments, and only while the work order is active. If a file is wrong and you can’t remove it, ask someone with that access before you resolve the work order.

Use subtasks, where enabled

Subtasks may not be enabled for your organization. When they are, they appear in the create, details, and resolve views, and let you split one work order into smaller actions that are tracked separately. Each subtask can have:

• a title and description
• an assignee
• a due date
• a position in the list
• a state such as Open, In Progress, or Done

The work-order details may also offer a My tasks filter for subtasks. It filters inside that work order only, so keep using the shared work-order list to find work.

If you don’t see subtask controls, track everything in the main work order and its attachments.

Uploads and subtasks follow the same plant access and lifecycle rules as the rest of the work order. Core records and entities explains how attachments and subtasks relate to the work order.