Project and Task Files

Learn how to add files and file links to projects or tasks.

How to add files to a project

In order to add files to a project you have to be the Project Owner or Leader.

  • In Project App open the project you want to add a file to

  • Go to Files category on the left menu

  • Click on the green Upload button to add a file from your device

Or

  • Click on the link icon to add a file link (such as from Google Drive, Sharepoint, Box and Dropbox)

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How to add files to a task

In order to add files to a task you need to be Project Owner or have created the task or have editing permission.

  • Open the task card

  • Click on the green paperclip icon at the bottom left

  • Select Upload a file from your device to add a file

Or

  • Select Add a file from a link to add a file link (such as from Google Drive, Sharepoint, Box and Dropbox)

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How to remove files from a project

In order to remove files from a project you have to be the Project Owner or Leader or have added the file.

  • In Project App open the project you want to add a file to

  • Go to Files category on the left menu

  • Hover your mouse over the file you wish to remove

  • Click on the Trash bin icon that appears at the bottom left corner of the file tab

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How to remove files from a task

In order to remove files from a task you need to be Project Owner or have created the task or have editing permission.

  • Open the task card

  • Open the Attached Files tab on the right

  • Click on the 3 vertical dots on the right of the file you wish to remove

  • Select Delete

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