All documents added to a project’s comment, task, or activity are stored in the project’s common library called Files. Documents should be organized in predefined folders so that other users can quickly find them.
Note: Access to each document category is granted on user-level. All users with access to a project’s tasks can also see all documents part of the project if they have been granted access to the specific folders.
Adding OneDrive / Google Drive links
We recommend adding OneDrive / Google Drive links to your comments instead of uploading the document straight to the system. Microsoft OneDrive and Google Drive offer many features to edit and collaborate on a document, granting you granular control over a document’s privacy and the convenience of deciding whom to give access to (e.g. a specific person).
Document categories
Document categories in the system are predefined in the Admin Panel. If you need more categories to be added, or specific access rights, please contact your system administrator.
Why do my colleagues see different document categories than I do?
You need permission to see all document categories in the system. Please contact your system administrator, if you need help.
Uploading a file/link or just sharing it as a link in the comments?
Links to files inserted in the body of your comment (not attached) ARE NOT STORED in the Task / Project Attachments, they won’t be visible to the other users that are part of the project. That’s why we recommend using the Add links/ Add files functionality.
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