How to attach files to a task?

You can attach files to Planfix tasks that are stored locally, or you can attach links to online documents. If you attach a local file, it will be uploaded to the Planfix server. There are several ways to attach files.  

The quick method

The simplest and quickest method to add a file to a task is to click the paper clip icon in the Add comment block:  

 

Attaching a file with a comment

To attach a file while adding a comment:

• Go to the desired task;
• Create a new comment;
• Write the comment you would like in the Comment field (not required);
• Click the Paper clip icon to add a file:

 

• In the window that opens, select the file source, and then select the file or paste a link:

 

 

• Add the list of users who should be notified about the file (if needed).
• Save the comment.

 

Adding a file by dragging and dropping

To attach a file while adding a comment:

• Drag a file from a folder on your computer:

 

  To drag and drop a file from another Planfix tab: if it's in a task open in another section, you need to find the file in the task's "Documents" panel and drag it to the desired task. drag and drop the file into the task from the Documents section. Dragging and dropping a link. Please note: links dragged into a task are attached to the comment as an External link file.   Additional information File upload begins immediately after a file has been added before you save your comment. If a file can't be loaded for some reason, you can try to load it again without affecting any other files already loaded. Planfix supports file versioning. When attempting to upload a file with a name that already exists in the project, Planfix will prompt the user to either save a new version, rename the file, or attach the existing file that was loaded earlier:

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• Feature Description