> ## Documentation Index
> Fetch the complete documentation index at: https://docs.glidepathcpm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Task Notes and Attachments

> Adding notes, attaching documents, and using document ingestion to link files to tasks

# 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.

## Feature Spec Reference

**Module 2.6 -- Task Fields (Notes)**\
**Module 12 -- Document Ingestion**

## 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

### 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."

## Attaching Documents

### 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.)

### 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

### 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

## 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.

### 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

### 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

### 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.

## Screenshot

<img src="https://mintlify.s3.us-west-1.amazonaws.com/glide-path/assets/screenshots/05-03-task-detail-panel-notes.png" alt="Task Detail Panel -- Notes Tab" />

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

***

## Next Steps

* [Task Cost and Budget](/task-advanced/02-task-cost-budget)
* [Risk Register](/views/04-risk-register)
* [Import Overview](/import-export/01-importing-overview)