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Project Files

The Files tab keeps all of a project's documents and links in one place — briefs, designs, contracts, references, and anything else the team needs.

Where to find itOpen a project from WorkProjects, then click the Files tab.

How to upload a file

  1. Open the project and go to the Files tab.
  2. Click Upload File.
  3. Drag and drop one or more files into the upload area, or click to browse.
  4. The files upload automatically and appear as cards.

You can also attach files while creating a project, in the Other Details section of the new-project form.

How to add an external link

Instead of uploading a file, you can store a link to a file held elsewhere (for example, a shared drive). Use the link option in the Files tab to save an external link in place of an upload.

Working with files

Each file card has a menu with these actions:

Action What it does
View Opens images in a lightbox preview, or opens other file types in a new tab.
Download Downloads the file.
Delete Removes the file from the project.

Permissions

Permission Controls
View project files Whether you can see the Files tab. With "added" scope you only see files you uploaded.
Add project files Whether you can upload files or add links.
Delete project files Whether you can delete files. With "added" scope you can only delete your own.

Tips

  • Upload several files at once by dropping them together — uploads run in parallel.
  • File size and allowed file types follow your company's upload settings; if a file is rejected, check with your administrator about the limits.
  • Use external links for very large files to avoid storing duplicates.