Photos and files

Add files to a taskCopy Anchor Link

1. Open the task and find Project Files on Details.
2. Tap Upload file, then Click to select files. On a phone, you can take a photo or choose one from your gallery.
3. Select your files and tap the upload button.

Uploading needs a connection. Removing a file from its last task or other location deletes it.

Add files to a project or dealCopy Anchor Link

1. Open Files. Open a folder first if you want to upload there.
2. Tap + on a phone, or Add on a computer, then Upload file.
3. Choose the files and tap Next.
4. Choose who can access them, then tap Upload.

Restricted limits access to the uploader, the project lead or deal owner, and people given access, including through a task. Public makes a file available to everyone on the project or deal, including partner companies on shared projects.

Organise filesCopy Anchor Link

Use New folder to create a folder. On a phone, it is under +. Open a folder's ⋯ menu to rename, move or delete it.

Deleting a folder moves its files to the top level. To limit who sees a folder, choose Change audience from its menu, if available.

Change file accessCopy Anchor Link

On a computer, open the file's ⋯ menu, select Details and activity, then Manage access. Update the access and save.

If you can't open a file or change its access, ask the uploader or project lead. Guests can open files on their tasks and in their chats. A folder's audience can further limit who sees its files.

Photos and files sent in a project chat are also saved in the project's Files, in a folder named after the chat.