Manage Attachments

With this feature you can add attachments to tasks. This article covers:

  • How to add attachments to tasks.
  • How to delete attachments from tasks. 
  • How to change the names of attachments.
  • How to set favorite attachments.
  • How to mention attachments in checklists or comment.


This functionality is available for all users.

 

How to Manage Attachments

Add Attachments

  1. Select the task you wish to upload the attachment to.
    new_add_attach_2x.png
  2. Click Add Attachment.

    add_attach_1.2_2x.png
  3. Choose where you would like to upload the file from, then select the file you want to attach.
    add_att_3_2x.png

    All successfully uploaded attachments will be listed in the Attachments section of the task.

     


    Note: Clicking on an attachment opens the attachment viewer. From here, you can slide through all attachments saved on a task.

 

Change the Name of an Attachment

  1. Select the task that the attachment is saved to.
    new_add_attach_2x.png
  2.  Click the attachment you wish to change the name of.
    add_attach_2.2_2x.png
  3. Click the name of the attachment in the top left of the attachment viewer and edit the name.
    new_name_change_add_att_2x.png

Set a Favorite Attachment

Setting a favorite attachment will set that attachment’s thumbnail to be shown in the task tile.

  1. Select the task with the attachment you wish to favorite.
    new_add_attach_2x.png
  2. Click on the downward arrow in the top-right corner of the attachment thumbnail.
    add_attach_4.2_2x.png
  3. Click Set as favorite.add_attach_1.3_2x.png

 

Delete an Attachment

  1. Select the task with the attachment you want to delete.
    new_add_attach_2x.png
  2. Click on the downward arrow in the top-right corner of the attachment thumbnail.
    add_attach_4.2_2x.png
  3. Click Delete.
    att_attach_2.3_2x.png

Mention Attachments in Checklists or Comments

You can mention attachments in checklists or comments in order to link to them in context. To mention an attachment in a checklist or comment:

  • Enter a new comment or checklist item, or select an existing one to edit.
  • Enter / , followed by the attachment you wish to mention.
  • Press ENTER

Bildschirmfoto_2021-03-10_um_12.09.10.png

 

If you’re still having trouble…