Quick Tip: When adding content, PI users have different access permissions. While an administrator will see content added in any area, a team member may only see content added to a specific task that he or she has been assigned to.
From a Dashboard
From your dashboard you will be able to use the add icon or button to add content:
When adding content here, you may see a field you've never seen before:
PARENT ITEM!???!?!? AND IT'S REQUIRED!?!??!?!?!?
The Parent Item tells Project Insight where to put this new item - usually a Folder. When you open the dropdown, you'll see a list of folders to select.
Simply tell PI where you want this new item to save.
From a Folder
This is usually where Project Creators add Projects or additional sub-folders.
If you want to add content into a specific project, you would go into the project and add from there (see next example).
From a Project
Depending on your Permissions, of course:
From any project, select Views > Documents:
From the Project's Documents, you can Drag and Drop Files anywhere onto this page or add files/items:
From any other Item
To add content to any Task, Issue, Project Request, ANY item in Project Insight, visit that item's detail page (e.g. Task Detail):
Either drag and drop files from your desktop or click Add to add Related Items.