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Project tasks and tasks lists - easy to screw up

Related products:Freshservice
  • Nov 3, 2026 5:56 PM UTC
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This is purely feedback, I didn’t know where else I would put something like this but wanted to share my experience and thoughts.

I am wanting to start using the Projects module.  For a new project, I created a couple of tasks, added some notes, and was getting comfortable with the workflow.  I noticed this thing called a “task list” and wanted to check it out.  I created one, figured out it wasn’t particularly useful for me at this time, and deleted it.  I didn’t realize that an existing task was associated with it, I certainly did not intentionally do it, and now that original task is gone forever. Many notes included...just gone. 

It has left a pretty bad taste for the whole module.  It just doesn’t seem well put together, even before this mishap.  I find that adding attachments is not easy.  Maybe that’s intentional, but it should absolutely be an easy and straightforward thing to do.I would hope that I would be able to, in my example, attach a quote as a PDF to a task for procuring materials for a project.  Can’t do it.  Only in the project overview - it’s not fluid.  Also, it seems like it wouldn’t be too hard to have a built-in viewer for PDF and common image file types.  Nope - you have to download the file and open in the native app on your PC.