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Files

The files page on a project shows all files that have been uploaded to a project in one clear place for you to see.

Files will show in this list if they are:

  • Uploaded to a project when it is created
  • Uploaded to the project details page after a project has been created
  • Uploaded to the files page directly
  • Uploaded with a comment on the discussion page
  • Uploaded to a task

All users that have access to a project will see all files that have been uploaded with the exception of files that have been uploaded to tasks. Only internal users will see these files in the files page. The reason for this is that tasks can only be viewed by internal users.

In addition to this the files that are uploaded to this project using one of the methods above will show with the same rules on the main files page.

How to upload a file to a project when it is created

To upload a file when you create a project you’ll need to click on the “Add Files” link below the project details section. This will open up the upload files dropzone.

You can then either click on “Browse” to find a file from your computer or drag and drop files on the dropzone. When you’re done you can click on “Create Project” to create the project and upload the files at the same time.

How to upload a file to the project details page after a project has been created

If you would like to upload files to the project details page you can do this by editing the project details. To do this click on “Edit Project Details” when you’re on the “Details” page of any project. This will then show you the “Edit project details” page.

At the bottom of this page you’ll see a dropzone above the “Save” button.

Simply drag and drop files on here to upload them or click on “Browse” to find a file on your computer. Click on “Save” to save the project and upload the files at the same time.

How to uploaded a file to the files page directly

When you’re on the “Files” page of a project you can click on “Upload Files” at the top left of the main section to reveal a file upload dropzone.

You can then either click on “Browse” to find a file from your computer or drag and drop files on the dropzone. When you’re done you can click on “Save Files” to upload them directly to the files section of the project.

How to uploaded a file along with a comment on the discussion page

When you’re on the “Discussion” page of any project you can hover over the “Include” button next to the “Post Comment” button to reveal a few options.

If you click on the “Add Files” option you’ll reveal a files dropzone.

You can then either click on “Browse” to find a file from your computer or drag and drop files on the dropzone. When you’re done you can click on “Post Comment” to upload the files along with the comment..

How to upload a file to a task

When you can see the “Add Task” or “Update Task” modal on any project you have the option to add a file on the “Files” section of the modal. To view this click on the “Files” icon and it will reveal a file upload dropzone and any files that have already been uploaded to this task.

You can then either click on “Browse” to find a file from your computer or drag and drop files on the dropzone. When you’re done you can click on “Save” to upload the files and save the task.

You’ll notice that the files icon also has a count of how many files have been uploaded to the task so you can see without having to open it if there are already files on the task or not.

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