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How do I attach a File?

You can attach a file while creating a new task or open an existing task and add a file.

Attaching a file to a new task:

  1. Once you have created a new task, click Save.
  2. You will now be on the task detail screen.
  3. Click on the Files tab at the bottom left side of the page.
  4. Click on the teal Add File button.
  5. If you can see the file you want to add on your desktop or a file folder, simply drag it and place it in the drag & drop area.
  6. If you can not see the file you want to add on your desktop or a file folder, click on the teal Upload File button.
  7. Locate your file on your computer, click on it, and then click Open.
  8. Give the file a Friendly name. This simply means a name that you will associate with the file pretty quickly.
  9. Decide where the file will be visible, in Tasks, Immediate Subtasks or All Subtasks.
  10. Decide who has access to the file. (on the right side of the page)
  11. Type in a description of the file at the bottom of the page. This is super important if others are viewing the file.
  12. Click Save.

  13. To attach a file to an existing task, simply find the file and follow the above instructions.