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Task Notes and Attachments

Every task in GlidePath has a Notes field and can have documents attached. Notes capture context, decisions, and status updates. Document attachments link files directly to the work they describe.

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Feature Spec Reference

Module 2.6 — Task Fields (Notes)
Module 12 — Document Ingestion

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Adding Notes to a Task

  1. Double-click the task row to open the Task Detail Panel
  2. Click the Notes tab
  3. Type or paste your notes in the text area
  4. Notes auto-save as you type — no separate Save button required for notes

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What to Put in Notes

Notes are free-form text. Common uses:
  • Status updates: “Excavation paused 2026-09-15 due to rain. Resuming Monday.”
  • Decisions: “Crew size increased from 4 to 6 per PM directive on 2026-09-10.”
  • Blockers: “Waiting on permit approval from county — expected 2026-09-20.”
  • Handoff context: “Subcontractor contact: J. Smith 555-0100.”

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Attaching Documents

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Supported File Types

GlidePath accepts attachments including:
  • PDF documents (drawings, specifications, submittals)
  • Word documents (.docx)
  • Excel spreadsheets (.xlsx)
  • Images (JPG, PNG)
  • Generic files (ZIP, CSV, etc.)

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Attaching a File

  1. Open the Task Detail Panel
  2. Click the Notes tab
  3. In the Documents section below the notes text area, click + Add Document
  4. Select a file from your computer
  5. The file uploads and appears in the document list with its name and size

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Document List

Each attached document shows:
  • File name and type icon
  • Size in KB or MB
  • Uploaded by and date
  • Download link to retrieve the file
  • Delete icon to remove the attachment

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Document Ingestion

GlidePath includes a document ingestion feature (Module 12) that goes beyond simple file attachment. It parses uploaded documents and attempts to extract schedule-relevant information.

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What Ingestion Does

When you upload certain document types (primarily PDF specs and Excel submittals), GlidePath can:
  1. Extract dates mentioned in the document (delivery dates, inspection dates, milestone dates)
  2. Identify risks described in the text
  3. Suggest task updates based on document content
  4. Link the document to specific tasks mentioned by name or activity ID

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Using Document Ingestion

  1. Open the Documents panel in the right sidebar (click the document icon)
  2. Click Upload Document or drag a file into the panel
  3. GlidePath processes the document in the background
  4. After processing, a results panel shows:
    • Extracted dates and suggested task links
    • Identified risks recommended for the Risk Register
    • Any data that could not be parsed
  5. Review and accept or dismiss each suggestion

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Ingestion and Individual Task Attachments

Documents uploaded through the Documents panel are project-level. You can link them to specific tasks from the ingestion results view. Documents uploaded directly in the task’s Notes tab are task-level and are not run through the ingestion workflow.

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Screenshot

Task Detail Panel -- Notes Tab Task Detail Panel open on the Notes tab showing the text area and document attachment section.

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Next Steps