Files

Keep a project's files in one place, organize them into folders, and decide which ones clients can see.

Every project has a Files tab that collects everything shared on the project: files your team uploads, task attachments, files clients upload, and form submissions. You decide which files and folders clients can see in their portal.

How project files work

• Files from every source land in the project’s Files tab. The Source column shows where each came from, such as a staff upload, client upload, task upload, or form submission.
• Each file and folder has a Show in portal switch. When a folder is shown in the portal, the files inside it are shown too and are marked Shared via folder.
• Files clients upload from the portal are shown in the portal by default.
• Task attachments follow their task: if the task is shown in the portal, its attachments are shared with clients.
• A file upload action on a task stays complete only while its required files are attached. If one is removed, the action reopens.

How to organize files

1. Open the project and select the Files tab.
2. Click New folder, name it, and click Create. Folders can be nested.
3. Drag files into folders to keep things tidy.
4. Use the filter to show files from a particular source.

How to share files with clients

1. Upload files with Upload files, or find an existing file or folder.
2. Turn on Show in portal for the file, or for the folder that holds it.
3. To stop sharing, turn Show in portal off. The file stays in the project but disappears from the portal.

How clients upload files

• Clients upload requested files through file upload actions on their tasks.
• They can also upload files at any time from the project’s Files page in the portal. See Portal Files.

Reusing a folder structure

Add folders and files to a project template, and every project created from that template starts with them.