Attach Files Task Option

When creating client tasks, the Attach files task option enables you to attach all types of files and quickly send them to clients or team members for them to review and keep for their own records.

This article will provide instructions for using the Attach files task option.

How to Attach Files to Tasks

After creating a new task or clicking the edit icon (see example) on a task you want to attach files to, click "Files" under the "Attach" section of the task composer.

In the modal that opens after clicking "Attach files," upload the file or files you'd like to share with your client or another team member.

How to Files are Stored

If your team needs access to files from previously completed tasks, all files your team has attached to tasks are stored within the Files page of each project. To learn more about creating folders and managing files, click here.