Attaching Documents

Red Urchin has the ability to attach different types of documents to Activities within the ‘To Do Today’ page and also any of the entries within the sub-pages. You can attach multiple documents from multiple sources (depending on your tablets operating system and installed apps) so the right information is at your fingertips when you need it. If there is no files attached to an Activity the paperclip is grey, if there is files attached to an Activity the paperclip is highlighted yellow.

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Using a container system

We have a lot of information that comes in and while Red Urchin can track and manage your tasks sometimes you need to have other information to assist you in completing those activities in your day to day schedule.

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Using the Reference field

The Reference (Ref.) field on the ‘To Do Today’ page has been the subject of much discussion by our users on the best way to use it. Here is a summary of how it was intended and how our users use it.

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