✔️ Available on Starter, Deliver, Grow, and Scale subscriptions 1
What | You can add a file attachments
option to
intake forms on your projects,
allowing the person submitting a
form response to include
files. |
Why |
|
Who |
|
When | Any time files would help
with either the task created
by the form or a project as a
whole.
|
What | Add a file attachments option to
intake forms on your projects,
allowing people to include files
in their form responses. |
Why |
|
Who |
|
When | Any time files would help
with either the task created
by the form or a project as a
whole.
|
Before you
start
Forms must be turned on
for the project. Don't see it?
Check your project's feature
settings.
File uploads must be turned on in
your Teamwork.com site's global
settings.
Add the
attachments option to a form
- Click Jump to in
Teamwork.com's left navigation
menu.
- Search for and select a project.
- Switch to the Forms view. The Forms tab might be hidden under the More... section.
- Next:
- Existing form: Click a form's name in the list to open the editor view.
- Select the Questions tab in the left navigation panel.
- Click the Attachments option to add it to the form.
- Set a label for the attachments field. This is the text people submitting form responses see so make it purposeful!
- Next:
- Stop
there: Click Publish to save your
changes.
- Keep going: Customize the options for the attachments field (listed below), then click Publish.
Help text Set a description or useful additional information. This is optional but we recommend it to give respondents valuable context. Maximum number of files Set a maximum number of files people can submit with their response.📝 Set a limit of one, five, or ten files.Maximum file size Set a file size limit for attachments.📝 Set a limit of 1MB, 10MB, 100MB, or 1GB.Specific file types Only allow specific file types to be submitted. Psst! You'll need to click See more to reveal this option.📝 Choose from PDF, document, spreadsheet, image, video, and audio file types.Required Make attachments a required field in the form.Help text Set a description or useful additional information. This is optional but we recommend it to give respondents valuable context. Maximum number of files Set a maximum number of files people can submit with their response.📝 Set a limit of one, five, or ten files.Maximum file size Set a file size limit for attachments.📝 Set a limit of 1MB, 10MB, 100MB, or 1GB.Specific file types Only allow specific file types to be submitted. Psst! You'll need to click See more to reveal this option.📝 Choose from PDF, document, spreadsheet, image, video, and audio file types.Required Make attachments a required field in the form.
In the published form, the file
attachments section displays the
file limits you have set.
Form respondents can
click
the Browse option
or drag and drop files directly
from their computer to the
form.
Each
time a form
response is submitted, a task is
created in the form's designated
task list. The task, and any
included files, display as created
(or uploaded) by a service account
named "Teamwork.com Bot."
View submitted
files
Any files included in form
responses
are attached to the task created from the
response.
- Click Jump to in
Teamwork.com's left navigation
menu.
- Search for and select a project.
- Switch to
the Table view. The
Table tab
might be hidden under the
More... section.
- Select the relevant task list in
the Task Lists panel on the
left. This is the
designated task list set to
receive form responses in the
form's settings.
- Click the paperclip icon
beside a task's
name. Psst! The paperclip
icon being visible indicates
existing attachments on the
task.
- View the file:
- Preview: Click
the magnifying
glass to preview
the file.
- Download: Click the cloud (with
a downward arrow) to download
a copy of the file to your
computer.
Another
option...
You can also view attached
files in List and Board views.
Best
practices
- Gather critical information:
Set the attachments field as required,
therefore ensuring each respondent has
to submit the relevant files along
with their response.
1. Also available on legacy
subscriptions: Pro, Premium,
Enterprise.