Files & attachments

Each project has one Files area for project documents and task attachments. Project files are shared with the project’s client and provider. Attachments on internal tasks remain internal.

Before uploading

You must be a member with access to the project. Both provider and client members can upload to accessible active work. The project must be Active, the workspace must be writable, and storage must be available. Uploads are disabled in the public demo.

Upload a project file

1. Open the project and select Files.
2. Check the storage meter and available upload capacity.
3. Choose a file using Choose a project file.
4. Select Upload file. Keep the page open while the upload finishes.
5. Wait for Verifying and saving your file… to finish and for the uploaded confirmation. The file then appears in the project library.

The transfer reaching 100% is followed by a verification step. Check the final confirmation before assuming the file has been saved. You can cancel during transfer; retry if your connection is interrupted.

Attach a file to a task

Open the task’s Files section and use Attach a file to this task. Provider users choose File visibility: Client-visible or Internal only. Select Upload and wait for the file to appear. Task attachments accept PDF, PNG, JPEG, TXT, CSV, or DOCX, up to 4 MB as shown in the app. This task-specific limit is separate from the overall project storage quota.

Attachments appear in that task’s folder in Files and respect both their own visibility and the task’s access rules. A provider can keep an attachment internal even on a shared task. An internal task attachment is not made shared simply because it appears in the provider’s project library.

Understand the storage meter

Each project has 2 GB of storage shared between project files and all task attachments. Uploads stop at 99%, or 1.98 GB, including space reserved for uploads in progress. GB is decimal: 2,000,000,000 bytes in total.

The meter distinguishes used space, reserved space, free space, and space available to upload. There can be free space even when an upload is blocked by the 99% cutoff. Pending uploads may temporarily reserve space. Internal attachments count toward project usage even when a client cannot see their filenames.

Find and download files

Use Search files or tasks… to match a filename or task folder. Expand a task folder to see its attachments. Select Download beside a file for an individual download.

Download all files (.zip) includes all files you can access, including those outside the current search results. It does not mean only the visible filtered rows. See Download a project archive for the difference between ZIP options.

Delete a file or resolve a blocked upload

Provider admins and provider team members can delete accessible files on writable projects. Select the file’s delete control and confirm. Deletion removes it for everyone in that project. Clients must ask their provider to remove files.

If an upload fails, check that the file is nonempty, the filename is valid, the project is active, your workspace can be edited, and sufficient upload capacity remains. For task attachments, also check the file type and 4 MB limit. Download files you need before removing them; deletion does not preserve their contents in history.

Downloads also have a deadline. Read-only or archived projects can be downloaded only until 90 days after original project creation. Downloading, deleting files, or subscribing does not extend that deadline.