Add Files to Tasks

Depending on how Dayforce is configured, you can attach eligible files to any of your tasks. You can attach up to 20 MB to a task. Eligible file formats are JPG, DOC, DOCX, and PDF. Attaching documents and other supplemental files to your tasks can be used to track and convey information related to the task.

Before You Begin: Document management functionality must be configured and enabled in Dayforce. If you don’t see the Upload Files section, it hasn’t been enabled. Additionally, you can upload files only of an allowed file type and size. The types and size of files that you can upload depends on how Dayforce is configured. For more information, contact your system administrator.

To upload a file to a task:

1. Go to Task Checklist and select a task.
2. In the task’s Upload Files section, click Add.
3. In the Upload Files dialog box that opens, click Browse for file(s).
4. Select the file that you want to upload and then click Open. You can upload multiple files at once by pressing and holding the Ctrl key. You can also drag and drop files into the file window.
5. Click Upload.

After Dayforce uploads the files, the Upload Files dialog box closes and the files appear in the Upload Files section.