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Uploading and Managing Project Files

Learn how to upload files to your Project Documents library and add them to a Project.

Project Files let you save documents you use often, like contracts or spec sheets, so you can quickly attach them to any Project.

This feature is available on select plans. This feature is only available on the web app.


Uploading a Project File

Note: Only Admins and Managers can upload and manage Project Files.

  1. Click Templates in the left-hand navigation menu, under Resources.

  2. Click the Files Tab.

  3. Click + Upload File.

  4. Drag and drop your File(s) into the page. They'll upload to the Template Manager.


Adding a Project File to a Project

Note: Admins, Managers, and Standard Users can add existing Project Files to Projects.

  1. Open the Project you want to add a File to and click the Documents Tab.

  2. Click + Create and select From Saved Files.

  3. Select the Box Icon next to the Project File you want to add.

  4. Click Add to Project, and the File saves to the Project right away.


FAQs

What file types are compatible with Project Files?

Project Files support the following file types: .pdf, .doc, .docx, .xls, .xlsx, .csv, .txt, .jpg, .jpeg, .png, and .numbers files.

Is there a maximum file size I can upload for a Project File?

Project Files must be 100 MB or less.


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