Tag Archives: files

Linking files with tasks (and vice versa)

Note This article involves features that requires Pagico v4 and higher. In many cases, you might want to attach files to specific tasks (or list items). To do this, you just need to utilize the interlink feature. Step 1: Create the task (or list item), and import the file(s) In this example, I’m trying to [...]

Inbox

Note The feature described in this article requires Pagico v4.0 or higher. Replacing the original QuickNotes feature, the Inbox becomes the primary “Collect” feature in your entire Pagico-based workflow. Unlike the old QuickNotes feature which only accepts notes, and also unlike the standard Inbox concept found in the GTD system in which the Inbox only [...]

Inserting files into Contact Profiles

Inserting files to profiles is very easy. Just open up the profile, then drag and drop the files into the Pagico window. The files will be inserted as an activity with a date of the current day. You can also add some notes to the body of the activity.

Create new documents in projects and contact profiles

Pagico has many popular document types built-in, so you can create these documents easily in projects and/or contact profiles.. To do so, just click the Plus (+) button, and click the “More” menu item. Then you’ll see a list of four different document types. Click any one of them will have a blank document of [...]