Uploading a File to the Mybrary in TaskStream

(Creating an Assignment Folio, you only need to do this once, depending on your file management style…)

You can upload a file to the TaskStream Mybrary. This allows you to work at a remote computer (not the one on your desk at home), create a file and save it in TaskStream. You can then go home or somewhere else and download the file to work on. Think of it as a hard drive in the sky…

Here is what you should do (think file management)

1. Launch your favorite browser (TaskStream likes Internet Explorer)

2. Log on to TaskStream.

3. Click on the Web Folio Builder

4. Type in the title: Assignments Click on Create It.

5. Select the Resource Folio option.

6. Click on Continue.

7. Select Custom Resource Folio. Click on the Next Step button.

8. There is no ‘Style’ for this Folio, so click on next step.

9. In the left window, select your new Assignments Folio by clicking on it.

10. In the right screen, where it says ‘Add/Edit Folder Content’ (text and attachments) click on the Edit Button.

11. A window will appear, click on the Attachments Tab.

12. Click on the ‘Browse” button and locate the file you would like to upload.

13. Click on the ‘Add File’ button.

14. Wait while it uploads, look for the red sentence stating: ‘Your file has been successfully attached to your folio and appears on the list below.’

15. Close the window (PC-Mac0SX: Click on the X, MacOS9: Click on the box)

16. You will now see the file under the ‘File Attachments’ heading.

17. Share the Folio with your reviewer, by clicking on Step 4 on the top where it says Publish/Share.

18. Click on Email button.

19. Use the External Recipients – Outside Email option. Send the message to

20. Click on Send.

If you would like to share an existing Web Folio, follow these instructions:

1. Click on the Build a Web Folio Builder link.

2. Select one of the previously created folios by clicking on it.

3. On the next screen, select step 4, Publish/Share, follow the above directions from #18 on.

Downloading a File from the Mybrary in TaskStream

1. Click on the MyBrary

2. Using the Yellow Triangles, (click on them and they open), navigate down to the folio you want to open.

3. Click on the folio.

4. On the next screen you will see a list of the files in that folio, PC: right click and drag to Open or Save Target As, or Save this link as, depending whether you just want to view it or if you want to save it to disk. Mac: Click and hold, drag to Download Link to Disk.

5. If you want to make changes and save them you should probably download the file to the computer (save the file to disk) you are working on, make the changes and then re-upload the file.

Re-uploading:

1.Click on the Web Folio Builder.

2. Click on the Folio you want to send the file to.

3. Click on the Folio in the left window.

4. Click on the Edit button next to the Folio in the right screen.

5. Click on Attachments tab.

6. Continue on with # 11 above.

After uploading, you will notice that it didn’t replace the original. You will need to delete the original on Taskstream. Pay attention to which one is the most recent.

This all sounds confusing and cryptic, but once you have done it a bit, it will become easier.