Attachments in tasks

You can attach (upload) files directly to tasks or link files from OneDrive/SharePoint. Task attachments are also collected in the project's Files tab, so you can quickly find them again later.

How do I attach files?

There are two ways to attach files to a task:

• In the task details
• In the Files section

Upload a file

1. Open the task.
2. Go to the Files section
   
3. Click Add file (or upload button) or the + symbol.
4. Select the file and upload it.

Attach files in the Files tab

1. Open the project. 

2. Switch to the Files tab.

   

3. Click the Add file button at the top right.
    

   

4. Select the desired file (upload).
5. Link the file to the task:
   

Link a file from OneDrive/SharePoint

1. Open the task.
2. Go to the Files section.
3. Select OneDrive/SharePoint (or "Add link" → OneDrive/SharePoint).
4. Select the file from your Microsoft 365 and confirm.

Manage attachments

Via the three-dot menu on the attachment you can – depending on your permissions – among other things:

• Download
• Delete

How do attachments appear in the project?

Task attachments are displayed in the project's Files tab.

Attachments in the board view

In the board view the individual attachments are listed and can be downloaded or opened directly.

Attachments in the list view

In the list view a paperclip is shown next to each task, with the number of attached files: 

Permissions & visibility

• You only see task attachments if you have access to the task.
• Deleting/managing is usually only possible with appropriate write/admin rights.
• For OneDrive/SharePoint links, Microsoft permissions also apply.

Troubleshooting

Why can't I see an attachment?

Check if you have access to the task. Alternatively, use the global search (filter: files + if necessary, in the project).

Why can't I open a OneDrive/SharePoint file?

Check Microsoft sharing settings and whether a popup blocker was possibly active during the first connection.

Why doesn't the upload work?

Check the file size (max. 500 MB) and your connection.