Files: Difference between revisions
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Working with documents and files in Planfix can be done: | Working with documents and files in Planfix can be done: | ||
*at the [[Tasks | task]] or [[Adding comments | comment]] level | *at the [[Tasks | task]] or [[Adding comments | comment]] level | ||
*at the project level | *at the [[Projects | project]] level | ||
*at the account level (in the Documents section) | *at the account level (in the [[Documents]] section) | ||
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==Adding files== | ==Adding files== | ||
Files can be added: | Files can be added: | ||
*In the Planfix interface | *[[How to I attach files to a task? | In the Planfix interface]] | ||
*By attaching a file to an email sent to a special email address (see Working with email) | *By attaching a file to an email sent to a special email address (see [[Work in Planfix by means of email | Working with email]]) | ||
*Using the API | *Using the [[API]]. | ||
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*New file | *[[New file]] | ||
*Document using template | *[[Document templates | Document using template]] | ||
* | *[[Attaching a file from Planfix]] | ||
*Link to online document | *[[Link to online document]] | ||
*Dropbox file | *[[Dropbox file]] | ||
*Google Drive file | *[[Google Drive file]] | ||
*OneDrive file | *[[OneDrive file]] | ||
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*edit the file online (only works for certain types of files; see Editing files) | *edit the file online (only works for certain types of files; see Editing files) | ||
*manage access to the file for employees in your account and external users | *manage access to the file for employees in your account and external users | ||
*view file version history | *view [[Maintaining document versions | file version history]] | ||
*view all files attached to the given task. | *view all files attached to the given task. | ||
| Line 47: | Line 47: | ||
==Editing files== | ==Editing files== | ||
There are three ways to edit files: | There are three ways to edit files: | ||
:1. Download the file, edit it, and upload a new version to Planfix. When loading the new file, Planfix will ask if it's a new version of the existing file in the system with the same name. If you confirm that it is, Planfix will upload the file and it will appear in the version history. | :1. Download the file, edit it, and upload a [[Maintaining document versions | new version]] to Planfix. When loading the new file, Planfix will ask if it's a new version of the existing file in the system with the same name. If you confirm that it is, Planfix will upload the file and it will appear in the version history. | ||
:2. Edit the file using the online editor. This option is currently only available for Microsoft Word and Microsoft Excel files. You need editing permissions for a file in order to edit it. | |||
:3. Edit a file on your local device using special software. | :2. [[Edit the file using the online editor]]. This option is currently only available for Microsoft Word and Microsoft Excel files. You need editing permissions for a file in order to edit it. | ||
:3. Edit a file on your local device using [[special software]]. | |||
==Additional information== | ==Additional information== | ||
*Planfix has a file size limit for uploaded files: 100 MB for paid and premium accounts; 15 MB for free accounts | *Planfix has a file size limit for uploaded files: '''100 MB''' for paid and premium accounts; '''15 MB''' for free accounts | ||
*The total storage size for files in an account is limited by the account's plan and can be increased by the account owner in the Subscription section | *The total storage size for files in an account is limited by the [https://planfix.com/prices/ account's plan] and can be increased by the account owner in the '''Subscription''' section | ||
*The number of files in an account or task doesn't affect speeds in Planfix | *The number of files in an account or task doesn't affect speeds in Planfix | ||
*Managers can edit the files of their subordinates, according to your company's structure. | *Managers can edit the files of their subordinates, according to your [[Company structure | company's structure]]. | ||
Latest revision as of 13:09, 8 January 2024
Working with documents and files in Planfix can be done:
At each of these levels, you can add, view, and edit files (if you have the appropriate access).
Adding files
Files can be added:
- In the Planfix interface
- By attaching a file to an email sent to a special email address (see Working with email)
- Using the API.
File sources
In the interface for adding files, you can select a source:
- New file
- Document using template
- Attaching a file from Planfix
- Link to online document
- Dropbox file
- Google Drive file
- OneDrive file
Viewing files
To view a file, simply click on it. In the window that opens, you can:
- view reduced-size and full-size versions of the file (click the image to switch)
- download the file
- edit the file online (only works for certain types of files; see Editing files)
- manage access to the file for employees in your account and external users
- view file version history
- view all files attached to the given task.
Editing files
There are three ways to edit files:
- 1. Download the file, edit it, and upload a new version to Planfix. When loading the new file, Planfix will ask if it's a new version of the existing file in the system with the same name. If you confirm that it is, Planfix will upload the file and it will appear in the version history.
- 2. Edit the file using the online editor. This option is currently only available for Microsoft Word and Microsoft Excel files. You need editing permissions for a file in order to edit it.
- 3. Edit a file on your local device using special software.
Additional information
- Planfix has a file size limit for uploaded files: 100 MB for paid and premium accounts; 15 MB for free accounts
- The total storage size for files in an account is limited by the account's plan and can be increased by the account owner in the Subscription section
- The number of files in an account or task doesn't affect speeds in Planfix
- Managers can edit the files of their subordinates, according to your company's structure.
Useful links
- Adding files using drag and drop
- How is access to files in Planfix regulated?
- Maintaining document versions