FOCUS 01⊙
Task attachments
▧
Document typesSelect the file
Document types
Use PDFs, Word, Excel, CSV, TXT, Markdown and images in the supported file flow.
Files / Upload, preview and download
Task attachments: files, uploads and previews
Attach images and supported documents to a task, with upload progress, file size and eligible previews visible.
PRODUCT VIEW
See how it works.
Task attachment tools support images, PDF, Word, Excel, CSV, TXT and Markdown files. Selected files are listed by name, type and size; image previews and enlarged views open through the relevant tools. Upload progress and record-saving progress are tracked separately. In a configured storage flow, file synchronization status is assessed separately too.
EXPLORE THE PRODUCT
Sample viewTask attachments
▧
Document typesSample file / content▤
Progress visibilitySample file / content◈
Image previewsSample file / content▣
File informationSample file / content◇
Storage connectionSample file / content01Select the file
02Track the upload
03Preview or download
FROM NEED TO OUTCOME
Where this helps.
When a document stays in a separate chat or folder, the team may have to ask again which file belongs to the task.
WHAT YOU CAN WORK TOWARDS
Keep files discoverable with the relevant task and track upload results through explicit statuses.
STEP BY STEP
How to use it.
- 01
Select the file
Attach a supported document or image within the valid size limit.
- 02
Track the upload
Check progress and errors, ensuring the local file can actually be read.
- 03
Preview or download
Open an eligible image preview and use the relevant download or file management tools.
INSIDE THE MODULE
What can you do?
FOCUS 02▤
Task attachments
◈
Progress visibilityTrack the upload
Progress visibility
Follow transfer and save stages, with errors shown in the work's context.
FOCUS 03↗
Task attachments
▤
Image previewsPreview or download
Image previews
Open thumbnail and enlarged views for eligible images.
FOCUS 04◇
Task attachments
◇
File informationSelect the file
File information
Check name, type and size to confirm you are using the right document.
FOCUS 05⌁
Task attachments
▧
Storage connectionTrack the upload
Storage connection
Use configured task attachment and Drive flows with the relevant permissions.
IN EVERYDAY WORK
What it looks like in practice.
A correction task needs both a screenshot and a working document.
Keep the relevant documents alongside the task to make its scope concrete for the team.
Scenarios are illustrative; they are not customer testimonials or measured performance claims.
KNOW WHAT IS INCLUDED
Plans, permissions and limits.
Task attachment tools are available within task scope. External connections such as Drive depend on the relevant plan and setup permissions.
- The current limit is 10 MB per file. Daily upload and storage rules apply separately.
- No unverified total storage allowance in GB is promised.
YOUR QUESTIONS
About this feature.
01Which files can I attach?+
Images, PDF, Word, Excel, CSV, TXT and Markdown are supported. File size and upload rules also apply.
02What if an upload fails?+
Progress and errors remain visible. The file must be locally readable; reassess the upload using a suitable file type and size.
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↗02↗03↗
Tasks and Kanban
Organize work in lists and Kanban views, keeping customer follow-up visible with an owner and date.
Data management
Identify gaps in CRM records and manage migration and data organization around the workspace’s actual needs.
Integrations
Set up email, calendar, task-file and approved communication connections with the correct account, permissions and action scope.