️Available on Starter, Deliver, Grow, and Scale plans.
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
  • Facilitate the submission of supporting documentation relevant to your form.
  • Receive files from external sources. Anyone with access to the published form can submit a response, making it easy to create feedback flows to fit your needs.
Who
  • Site admins and project admins
  • Standard users with the project permission:
    • Add Forms (ability to create, publish, and manage forms)
When
Any time files would help with either the task created by the form or a project as a whole.
  • Example: If you have a form for submitting requests to your Creative team, adding file attachments allows people to add reference material or an original file that needs editing.
  • Example: If you have a form for submitting bug reports, add file attachments to let people easily add screenshots showcasing the area they're referencing in their bug reports.

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

  1. Open the relevant project.
  2. Select Forms from the project navigation.
  3. Next:
    1. Existing form: Click a form's name in the list to open the editor.
    2. New form: Click Add a Form.

      Screenshot 2023 11 29 at 17.11.52
  4. Select the Content tab in the left navigation panel.
  5. Click the Attachments option to add it to the form. The field is added to the bottom of the existing questions. You can also drag the question from the left panel directly to the position in the form you want it to be displayed.

    Add attachments to form

  6. Set a label for the attachments field. This is the text people submitting form responses see so make it purposeful!
  7. Customize the attachments field:
    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 (1, 5 or 10) that people can submit with their response.
    Maximum file size
    Set a file size limit (1MB, 10MB, 100MB, 1GB) for attachments.
    Specific file types
    Only allow specific file types to be submitted. 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.
  8. Click Publish to apply your changes to the published form. The changes save automatically in draft.

In the published form, the file attachments section displays the file quantity and size limits you have set.

Form respondents can click the Browse option or drag and drop files directly from their computer to the form.

Screenshot 2023 11 29 at 17.22.02

Each time a form response is submitted, a task is created in the form's designated task list. Tasks and uploaded files display as created by either Teamwork.com Bot or the logged-in submitter, depending on the form's access settings.
Form access
Created by
Public form
Teamwork.com Bot
Private form with Create task as submitter turned off
Teamwork.com Bot
Private form with Create task as submitter turned on
The logged-in Teamwork user submitting the form. This uses the browser's logged-in user, even if the submitted email address matches a different Teamwork user.
← Swipe to scroll


View submitted files

Any files included in form responses are attached to the task created from the response.
  1. Open the relevant project.
  2. Select Table from the project navigation.
  3. Select the relevant task list in the task lists panel. This is the designated task list set to receive form responses in the form's settings.
  4. Click the paperclip icon beside a task's name. The paperclip icon being visible indicates existing attachments on the task.
  5. View the file:
    1. Preview: Click the magnifying glass to preview the file.
    2. Download: Click the cloud (with a downward arrow) to download a copy of the file to your computer.

Attach files from the form editor

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.