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Project Attachments

Video Introduction to Attachments

How to Attach a Note or File to Your Project?

To view or add an attachment to your project, go here:

Attachments to Projects
  1. Choose a project
  2. Click the “i” icon
  3. Choose the paper clip icon to view current attachments and add new ones

To add a new attachment use the “+” button:

Attachments to Projects - Add

This will lead you to this dialog window:

Attachments to Projects - Add
  1. Choose a form: Note, Attachment, Evernote, Dropbox, Google Drive, One Drive or Box. Please note that details on adding Evernote, Dropbox, Google Drive, One Drive) and Box are provided in separate sections of this page.
  2. In case you choose “note format” you will have to add a name of the note…
  3. …followed by the content
  4. “Cancel” which will cancel the whole process
  5. “Save” that allows you to save the material you wish to add

Ad. 1. Please note that details on adding Evernote and Dropbox, Google Drive, One Drive and Box files are provided in separate sections of this page

File size cannot be bigger than 100MB.

Previewing Attachments

To view your attachments simply go to the attachment view as described above and click on the material you wish to see:

Attachments to Projects - preview

It will display like this:

Attachments to Projects - preview
  1. Hides the displayed preview
  2. You can edit the note
  3. Allows you to create a task with this attachment and add its automatically as a comment there
  4. Option: Delete (trash can); move to another project, or pin the note

In-app preview is available for almost all graphic files, notes, and Google Drive attachments.

PDF, Evernote, Dropbox, One Drive and Box files can only be displayed in the browser. Choose the “Show in web browser” option to open them:

Attachments to Projects - preview

Preview attachments in tasks

You can also add new attachments to task’s comments. If you do this, the attachments will be also attached to the project the task belongs to.

There are two ways to preview attachments in the task details view:

Attachment in Task
  1. Tap on the attachment’s name to open it in the browser
  2. Tap on the image to generate a bigger preview in the app

Thumbnails are available for graphic files and task attachments from Dropbox, Box, Google Drive, and OneDrive.

There is no in-app preview available for PDF documents and Evernote attachments. They can only be displayed in the web browser.

Text documents (txt) are in download-only format. You can’t display their preview in any way.