Add and manage task files

Attach files to tasks so related documents and images stay with the work.

Add a file

1. Open the task.
2. Select Choose file to upload, or select Add file > Upload from device.
3. Choose the file.

The file appears under Attachments, with its name, size, and upload date.

Files you upload to a job’s task also appear in the job’s Files, linked to the task.

Attach a file from the job

For a task that’s linked to a job, you can attach files the job already has.

1. Open the task and select Select from job.
2. Select the files you want.
3. Attach the selected files.

Preview a file

Select a file under Attachments to preview it. If you see No preview available, download the file to view it.

Delete a file

1. Open the file’s options and select Delete file.
2. Confirm the deletion.

Deleting a file can’t be undone. If it’s attached in more than one place, you’ll be told that deleting it removes it everywhere.

Related articles

• Create and edit a task
• Copy a task
• Delete a task