Adding a Creative to a Task

Overview

You can add a creative work to any Workflow task. Users who can access then task will be able to see the creative and comment on it.

You can attach different types of creatives, including images, videos, Figma files, text documents or even digital whiteboards.

Adding a Creative

To add a creative to a task:

1. Click “Add creative work” in the task sidebar.
2. Upload the file by clicking on the upload box or by dragging and dropping it.

Uploading a New Version of a Creative

For tasks with attached creatives, you can easily upload a newer version. This feature stores past versions for easy reference to prior iterations.

To upload a new version:

1. In the task sidebar, click the current creative's version number.
2. Choose “Add new version.”

Deleting a Creative or a Version of a Creative

To delete a creative in a task:

1. Navigate to the task details section and click on the current version number.
2. Click the bin icon next to the version to delete.

Writing a Text Document as a Creative

You can write documents directly in a Workflow task. Teammates with access to the task can view, edit, and comment on the document.

To create a document:

1. Click "Add Creative Work" located in the task sidebar.
2. Select "Doc."

Embedding a Live Website as a Creative

Embed live websites within tasks for comprehensive team review and feedback directly within Workflow.

To embed a website:

1. Select "Add Creative Work" in the task sidebar.
2. Click "Website" and paste the URL.
3. Paste your website's URL and confirm.

This embedded website is accessible to all team members who have access to the task. You and your teammates can navigate through the website, review different pages, and provide direct feedback on web elements.

Adding a Whiteboard as a Creative

Integrate digital whiteboards into tasks for brainstorming, sketching, and strategic planning.

To add a whiteboard:

1. Click "Add Creative Work" in the task sidebar.
2. Choose "Whiteboard."