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To upload files to project:

  1. From the actions menu of a project ☰  click on AddFile.Go to your project and click on More option on the right side.
  2. Now, click on Attach Filed
  3. In a new popup, select the appropriate Project/task folder where the file needs to be uploaded. This option will not appear if you do not have folders.
  4. Click on Next.
  5. You will be shown 2 tabs on this pop-up from where you can select if the file is present on your local drive or Google drive. You can add one or more file from each tab.
  6. Click on Browse or Add Google Doc under appropriate tab to select the file(s). 
  7. More information about the file can be added in Details. These details are same even if you add one file from local drive and one from Google drive.
  8. Click on Client Shared if you wish to share this file with your project's client.
  9. Click Submit. The files are uploaded in your projects / tasks.


To attach files to tasks:

  1. Go to your Projectyour Project 
  2. Go to the Tasks view from the list of project specific reports panel.
  3. Point at a task and click on the action selector and navigate to Add,  then click on File Attach Files.
  4. Click Browse to attach a file.
  5. You can enter a description for the file.
  6. Click Submit. The file is added to the task.

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