Project Files Tab

Updated 

The "Project Files" tab is the go-to place for all project-level and task-level files. It can be found in the bar at the top of the task sheet view, among all the other project tabs.  

  

How do we add files to the project and tasks?  

Task Files: These are attachments added directly to specific tasks. For detailed instructions on how and where to upload these files, please refer to the Task Overlay Overview “Add Attachment” section. 

Project Files: Project files can be added by clicking on dropdown icon next to “+ Add Task” on top right of your task sheet view and clicking on "Upload Files." 

 
Once uploaded, you can view the file information by clicking on the eye icon located at the top right of the file thumbnail. After opening the file view, click on the "i" icon at the top right to access detailed information. 

 

Here, you have the option to add tags to your file, either by selecting from existing tags or by creating a new one.  

Filtering files  

The "Files" tab provides filtering options based on Tags, Media Type, and Level (whether the file is project-level or task-level). Let's delve deeper into each of these filters. 

Tags: Using the "Tags" filter, you can select or deselect files with specific tags. Click on "+" to include files containing certain tags in files tab, and "-" to exclude them. 

 

Media Type: Using the "Media Type" filter, you can select or deselect specific file types. Click on "+" to include certain file formats in files tab, and "-" to exclude them. 

 

​All Files: Utilize the project/task level files filter to choose whether you want to include or exclude project files and task files in your results. Selecting "All Files" displays every file within the project. On the other hand, "Only Project Files" and "Only Task Files" display only the project-specific files and task-specific files, respectively. 

 

Sorting Files: Organize your files by sorting them according to their upload date. Sorting is supported for both ascending and descending order preferences. 

 

Note: "Files" tab does not include files on task comments or project notes.