Hubz.

Task attachments / Upload and storage rules

Google Drive storage for CRM task attachments

Link task attachments to work records through configured Google Drive storage, with visible file-size and daily upload limits.

PRODUCT VIEW

See how it works.

A file needed to complete a task can be hard for the team to find when it remains in a separate chat or personal folder. Hubz task attachments organize uploaded files with the task through server-configured Google Drive storage. File name, type, size and task relationship are parts of the operation. Storage readiness and per-file and daily upload limits can be assessed in the relevant status view. This is not a general file browser opening the user’s entire Drive account to Hubz.

Hubz.Workspace / Google Drive task filesDK
EXPLORE THE PRODUCT

Google Drive task files

Sample view
▧
Task-linked fileSample file / content
▤
Configured storageSample file / content
◈
Per-file rulesSample file / content
▣
Daily-upload scopeSample file / content
◇
Synchronization and diagnosticsSample file / content
01Review storage status.
02Attach the file to the task.
03Track the result in the record.
Interface illustration using sample data. The layout is simplified to explain the relevant feature.

FROM NEED TO OUTCOME

Where this helps.

When a task loses its file association, the correct document or reason for upload failure may become unclear. Treating Google mail permission as task-storage permission also misrepresents the setup.

WHAT YOU CAN WORK TOWARDS

Associate files with the work they support and understand upload rules. Track attachments through the organization’s prepared storage service while keeping that scope distinct from mail connection and general Drive access.

STEP BY STEP

How to use it.

  1. 01

    Review storage status.

    Check that the task-file service is configured and review current file-size and daily upload limits.

  2. 02

    Attach the file to the task.

    Upload an eligible file with the relevant task, assessing its name, type and size before the operation.

  3. 03

    Track the result in the record.

    Review upload or synchronization results and check that the file remains associated with the correct work and workspace.

INSIDE THE MODULE

What can you do?

FOCUS 01⊙
Google Drive task files
▧
Task-linked fileReview storage status.

Task-linked file

Associate an attachment with its work record instead of leaving it as an independent folder link.

FOCUS 02▤
Google Drive task files
◈
Configured storageAttach the file to the task.

Configured storage

See the current setup and availability of the Google Drive task-file service.

FOCUS 03↗
Google Drive task files
▤
Per-file rulesTrack the result in the record.

Per-file rules

Consider technical limits such as the permitted file size during upload.

FOCUS 04◇
Google Drive task files
◇
Daily-upload scopeReview storage status.

Daily-upload scope

Assess workspace daily-upload rules separately from a quota on all stored data.

FOCUS 05⌁
Google Drive task files
▧
Synchronization and diagnosticsAttach the file to the task.

Synchronization and diagnostics

Inspect upload results and relevant status rather than silently treating a failed operation as complete.

IN EVERYDAY WORK

What it looks like in practice.

Project or operations team

Adding a required customer-work document beside the responsible task.

The file is uploaded with the task, and the team tracks the relevant attachment and upload result through the same work record.

Scenarios are illustrative; they are not customer testimonials or measured performance claims.

KNOW WHAT IS INCLUDED

Plans, permissions and limits.

Task attachments require relevant task access and verified workspace storage setup. The integration-management screen is included in Professional and Business. File rules are explained during activation; no general GB storage allowance is promised.

  • Task-file storage requires server configuration separate from Google mail OAuth permission.
  • It is not offered as unrestricted browsing of an entire Drive account or an editor for every Google document type.
  • Per-file and daily-upload rules do not mean a general storage quota has been applied to all retained data.
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YOUR QUESTIONS

About this feature.

01Does connecting Gmail also enable task Drive storage?

No. Storage configuration for task attachments is separate from the mail connection, and setup readiness is verified independently.

02Do the plans include unlimited file storage?

Neither unlimited capacity nor an unverified total GB quota is promised. Current file and daily-upload rules are explained during setup.

RELATED WORKFLOW GUIDES

You may also need these features.

Task recordsManage task title, description, status, priority, date, category and assignee alongside related CRM records.Kanban and board viewsAssess sales opportunity stages and task progress on their respective screens using boards or lists.Action notificationsReview unread task, email, meeting, event and system items in a current action view.

MODULES THAT WORK TOGETHER

Explore related modules.

01

Tasks and Kanban

Organize work in lists and Kanban views, keeping customer follow-up visible with an owner and date.

02

Data management

Identify gaps in CRM records and manage migration and data organization around the workspace’s actual needs.

03

Integrations

Set up email, calendar, task-file and approved communication connections with the correct account, permissions and action scope.