To proceed with this task, please upload the necessary document(s) as detailed in the name of this task. Proper documentation ensures your project stays on track and facilitates seamless collaboration with your team and any Pros that you may engage throughout your project journey.

Make sure to tag your files correctly!


Refer to the short description under the name of this task to see what you tag your should use for this task.


Tagging the file correctly is crucial to Build Buddy's collaborative construction methodology. This is how your Document Library and your tasks talk to each other.


If you're unsure about which tags to use or what documents are required, feel free to consult the Build Buddy Expert Guidance & Support team.

Why Uploading Matters

Automatic Task Connection

Any files added to your Document Library will automatically be shown in any tasks where that file is considered relevant.

Ensures Accurate Quoting

Providing detailed documents like plans or permits allows for precise quotes from any Pros you may engage.

Saves Time & Streamlines Communication

Shared documents keep everyone informed, reducing misunderstandings or delays, and eliminates the need to multiple emails to share files throughout the project journey.

Organises Your Project

Centralised documents make it easier to manage and reference project details when needed.

Progresses Your Workflow

Once a document has been uploaded, it could trigger new tasks to open up or standby tasks to progress.

How to Upload a Document

1. Go to the Documents tab in this task

2. Scroll down to the section 'Documents Expected to be Produced'

3. Click the + Upload document button

4. Enter Document Details:

  • Name: Provide a clear title.
  • Description: Add notes or anything to help you identify it.
  • Tag: Select the correct tag from the list
  • Select the File: Choose the file to upload from your device.

5. Click the Save button

Once Uploaded

Once you’ve uploaded the required documents, click the orange “Mark Complete” button to move to the next step in your workflow.

Next Steps

Once the document is uploaded and saved:

  • Any connected tasks will automatically update to reflect the added files.
  • Relevant team members and professionals can access the document as needed.
  • You'll be one step closer to completing this task and advancing your project.

If you need assistance or have questions about uploading a document, visit the Help Centre from the menu.