✔️  Available on 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
  • 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.
What
Add a file attachments option to intake forms on your projects, allowing people to include files in their form responses.
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 site's global settings.

Add the attachments option to a form

  1. Click Jump to in Teamwork's left navigation menu.
  2. Search for and select a project.

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  3. Switch to the Forms view. The Forms tab might be hidden under the More... section.
  4. Next:
    1. Existing form: Click a form's name in the list to open the editor view.
    2. New form: Click + Add a Form.



  5. Select the Questions tab in the left navigation panel.
  6. Click the Attachments option to add it to the form.

    Image Placeholder

  7. Set a label for the attachments field. This is the text people submitting form responses see so make it purposeful!
  8. Next: 
    1. Stop there: Click Publish to save your changes. 
    2. 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 Bot."


View submitted files

Any files included in form responses are attached to the task created from the response.
  1. Click Jump to in Teamwork's left navigation menu.
  2. Search for and select a project.
  3. Switch to the Table view. The Table tab might be hidden under the More... section.
  4. 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.
  5. Click the paperclip icon beside a task's name. Psst! The paperclip icon being visible indicates existing attachments on the task.
  6. 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.

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.