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What
Attach files to tasks, view existing files on tasks, and manage files attached to tasks.
Why
  • Share important files relevant to each task for reference while working.
  • Keep work organized by ensuring everything related to a task is in one place.
Who
  • Site admins and project admins
  • Users with a combination of file and task permissions on a project:
    • Add Files + View Tasks (allows you to attach files to tasks assigned to you or unassigned tasks, and manage files on the task).
    • + Add Tasks (allows you to also attach files to tasks you create, and manage files on those tasks).
    • + Edit All Tasks (allows you to attach files to tasks assigned to other users, and manage files on those tasks).
When
If you have a file related to what you're working on (either reference information or the actual work itself).
  • Example: Your project has a task for a new campaign. Attach your company's communication guidelines to the task so the assignee has a point of reference.
What
Attach files to tasks, view existing files on tasks, and manage files attached to tasks.
Why
  • Share important files relevant to each task for reference while working.
  • Keep work organized by ensuring everything related to a task is in one place.
Who
  • Site admins and project admins
  • Users with a combination of file and task permissions on a project:
    • Add Files + View Tasks (allows you to attach files to tasks assigned to you or unassigned tasks, and manage files on the task).
    • + Add Tasks (allows you to also attach files to tasks you create, and manage files on those tasks).
    • + Edit All Tasks (allows you to attach files to tasks assigned to other users, and manage files on those tasks).
When
If you have a file related to what you're working on (either reference information or the actual work itself).
  • Example: Your project has a task for a new campaign. Attach your company's communication guidelines to the task so the assignee has a point of reference.

Before you start

The Files feature needs to be turned on in the project settings.

Privacy
  • Existing project files maintain their own privacy when attached to a task.
  • New files uploaded to a task inherit the task's privacy. The file is being newly added to the project so has no existing privacy settings of its own.

Add files to a task

Files can be attached to tasks in the Table, List, or Board view of your project. Want to save time? Add multiple files to a task at once.

These steps showcase Table view:

  1. Click Jump to in the left navigation menu on on your site.
  2. Search for and select a project.

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  3. Select Table from the project navigation menu. The Table tab might be hidden under the More... option.
  4. Click the task name to open the task details panel.

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  5. Click the paperclip icon in the quick actions toolbar at the top of the view.


  6. Choose how you want to attach a file:
    1. Upload a new file - browse for and select a file to upload from your computer.
      1. Select a file in the file browser. Need to attach multiple files? Hold down the Shift key on your keyboard and click the name of each file you want to upload.
      2. Click Open.
    2. Choose from existing files - choose from files already uploaded to the project's Files area.
      1. Select the checkbox to the right of the relevant file(s) in the existing files window.
      2. Click Select Files.
  7. Click the X in the top right of the task details view to close it and return to the Table area.

Any files you attach are added to the Attachments area at the bottom of the task and a paperclip icon is displayed beside the task name.


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View task files

View files attached to tasks from the List, Table, or Board views. In each view, tasks with attached files display a paperclip icon beside the task name. The number beside the icon indicates how many files are attached to the task.

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  1. Click Jump to in the left navigation menu on your site.
  2. Search for and select a project.
  3. Select Table, List, or Board from the project navigation bar. The relevant tab might be hidden under the More... option.
  4. Access the task's files:
    1. From List or Board: Click the paperclip icon to open the attached files view. Want a shortcut? Hover over a task (or card) and use the keyboard shortcut V to open the task details panel, then scroll to the Files subsection.
    2. From Table: Click the task name to open the task details panel, then scroll to the Attachments subsection.
  5. Preview or download a copy of the file:
    1. Click the magnifying glass beside a file to preview it. In Table, you'll need to hover over the file to see the option.
      1. A preview of the file opens in an embedded window in Teamwork.com.
    2. Click the cloud (with a downward arrow) to download a copy of the file to your computer. In Table, you'll need to hover over the file, then click the downward arrow.

Remove a file from a task

No longer need a file on your task?

  1. Click Jump to in the left navigation menu on your site.
  2. Search for and select a project.
  3. Select Table from the project navigation bar. The Table tab might be hidden under the More... option.
  4. Click the task name to open the task details panel.
  5. Go to the Attachments section.
  6. Hover over a file.
  7. Click the ... (ellipsis) to the right of the file name.
  8. Next:
    1. Click Remove file from task to detach the file from the task. Don't worry, it'll stay in the project's Files area in case you need it later!
    2. Click Delete file to remove it from the task AND delete it from the project's Files area. We don't suggest this option unless you're sure the file is no longer relevant to the project.
      1. Click Yes, Delete this file to confirm.

Another option...

You can also delete files from the List and Board views.

List:
  1. Click the paperclip icon beside a task to open the attached files view.
  2. Click the downward arrow to the right of the relevant file.
  3. Select Delete from the dropdown menu.
  4. Click Yes, Delete this File to confirm.
Board:
  1. Click the relevant task card to open the task details panel.
  2. Scroll to the Files section.
  3. Click the downward arrow to the right of a file.
  4. Select Delete from the dropdown menu.
  5. Click Yes, Delete this File to confirm.

Best practices

  • Keep it relevant: Files are valuable resources. Just remember, they're meant to be related to the specific task you're adding them to. If a file applies to the project in general, you're better off uploading the file directly to the project.

Elevate your files

  • Iterate: Upload a new version of an existing file each time you complete a phase of work. An added bonus is minimizing clutter - the versions all sit together in one file group!
  • Integrate: Connect your file storage accounts (such as Dropbox or Google Drive) to the project, then link relevant files from those platforms to tasks.