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Attaching files to tasks and projects

You attach design drafts, contracts, or logos sent by the customer to the relevant task or directly to the project. All project files are displayed together in the Files tab.

  • Project manager
  • Project Member
  • Customer (for tasks open to them)

How to attach files to tasks and the project?

You attach design drafts, contracts, or logos sent by the customer to the relevant task or directly to the project. Who can do this: Project manager; Project member; Customer (for tasks open to them). The file appears in everyone who can see the task's panel, showing its size, uploader, and time. All project files are displayed together in the Files tab.

Attaching a file to a task

  1. Open the task panel and scroll down to the Files section.

  2. Click Add file and select one or more files 1. You can also drag and drop files from your computer into this section or onto an open card window.

  3. A progress bar appears under the file during upload. When finished, the file is added to the list 2.

demo screen (with demo data)
  1. 1Add file
  2. 2Added file
Result The file appears in everyone who can see the task's panel, showing its size, uploader, and time. It is also recorded in the task's activity history.

Drag and drop a file onto the board

  • Drop files onto a card from your computer: files are added to that card, and the attachment count on the card increases.

  • Drop files onto an empty space in a list: each file creates a new card with the filename in that list. Visual files (PNG, JPEG, GIF, WebP) become the card cover 3.

  • When dragging, the target list or card frame is highlighted, and a message appears at the bottom indicating what will happen; progress is shown during upload.

demo screen (with demo data)
  1. 1Visible to customer
  2. 2Linked task

Adding a file to the project and viewing all files

  1. Open the Files tab in the project. Files added to the project are listed alongside those attached to tasks, with the newest at the top.

  2. Using Add file, files uploaded here are linked to the project rather than to a specific task.

  3. In the project files you wish your customer to see, check the Visible to customer box 1.

  4. You can open a task by clicking its name next to its file 2.

demo screen (with demo data)
  1. 3New card on drop
Tip Whether task files are visible to the customer depends on the task itself: if the task is open to the customer, its files are also open.

Opening and deleting a file

  • Click the file name. PDFs, images, and plain text files open in a new tab; others are downloaded to your computer.

  • You can delete your own uploaded files using the trash icon. The project manager can delete all files in the project.

Warning Deleted files cannot be restored. Deleting a task or project also deletes its files.

Limits

  • Maximum 250 MB per file; 50 MB for users with the customer role.

  • Executable files (e.g., .exe, .bat, .msi, .js, .ps1) cannot be uploaded for security reasons.

  • Files are deducted from your organisation's DBLinx storage space.

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