How can I create tasks from within files?

Tasks often result directly from documents, PDFs or images. With DayliteDocs it is possible to create tasks directly from a file. To do this, proceed as follows:

1. Navigate to the Daylite object with the relevant file
2. Open the Copilot and select the files widget
3. Perform a right mouse click on the file
4. Select Create Task in the displayed DayliteDocs context menu
   

A draft of a task opens. The title contains the name of the file. The file and the Daylite object are also linked. You can finalize and save the task.

Related articles:

How do I open files with the Files widget?
How can I upload files to Daylite using the Share function?
How do I use the Share function from within Daylite on files?