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Attach the brief, the screenshot, the signed scope – anything the work needs – straight to the task.

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Where attachments live

The Attachments section appears in the task side panel and on the full task page. Files show as thumbnail cards:
  • Images render a real preview. Click one to open the viewer.
  • Everything else shows a file-type card with its extension. Click it to download.
Each card carries the file name, a caption, a download button and a remove button.

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Upload a file

1

Open the task

Go to the Attachments section.
2

Click the add control

Your operating system’s file picker opens.
3

Pick the file

Upload starts immediately and a loader shows while it runs.
4

Wait for the confirmation

A toast confirms “File attached.” The card appears in the grid.

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Limits and allowed types

Allowed types: Anything not on that list is refused. That includes programs and scripts.
SVG is not allowed. An SVG is an active document that can carry scripts, and attachments are served directly, so allowing it would be a security hole. Export the graphic as PNG instead.
If a file is refused you see one of two messages: A refused file leaves nothing behind. Nothing is added to the task and the uploaded bytes are discarded.
The size and type are read from the file as it actually landed, not from what your browser claimed. Renaming a file’s extension does not get it past the check.

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View and download

  • Image – click the thumbnail to open it in the in-app viewer.
  • Any other file – click the card, or the download button, to download it.
Download links are minted fresh each time and are short-lived. A copied link stops working shortly afterwards, which is what keeps a file from leaking outside the workspace.

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Remove a file

1

Click the remove button on the card

A confirmation opens: “Remove filename?”
2

Read the warning

“This file will be deleted for everyone on this task. This can’t be undone.”
3

Confirm

A toast confirms “File removed.”
Removing an attachment is permanent. Unlike a deleted task, a removed file does not go to Trash and cannot be restored. Download a copy first if you might need it.

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Example

Priya Raman attaches bluebird-brand-guide.pdf to WR-142 Homepage wireframes on the Bluebird Coffee Website Redesign project. The card shows a PDF tile. Sarah Lin uploads homepage-v1.png when the first draft is ready. It renders as a thumbnail, so Priya can check it without downloading anything. When the client picks a direction, Sarah removes homepage-v1.png, confirms the warning, and the task’s Activity feed records that an attachment was removed.

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Options and settings

There is no rename. Upload the file under the name you want.

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What happens next

  • The task’s Activity feed records the file being added, with its name and size.
  • Removing a file is recorded on the same feed.
  • The file is available to everyone who can open the task.

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Permissions

Client-portal contacts cannot download task attachments. What a client sees is governed separately – see /portal/what-clients-can-see.

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Common questions

There is no fixed count. Each file has to be 25 MB or less.
Files attach to the task, not to a comment. Everyone reading the thread sees them in the Attachments section.
No. File removal is permanent and does not pass through Trash.
ZIP is allowed. Check the size – anything over 25 MB is refused whatever the type.
Attachments are part of the Projects & tasks app, which is on the Free plan. There is no separate attachment tier.
They go with the task to Trash and come back if you restore it. Permanently deleting a task destroys its attachments too.

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Troubleshooting

Compress it, split it, or share it from your own storage and paste the link into a comment.
Check the allowed list above. For SVG, export a PNG. For a program or script, put it in a ZIP.
Uploading needs task.edit. Finance and Client roles cannot attach files.
The download link had expired. Reload the task and click again – a fresh link is minted each time.
The preview link is still being fetched, or the image is very large. Reload the task.

Task details

Where the Attachments section sits.

Comments and mentions

Discussion on the same task.

What clients can see

The portal firewall.

Delete and restore a task

What happens to files when a task goes.

Task permissions

Who can upload and remove.