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Linking Files

Connect files to projects, clients, and tasks for better organization and context. Linked files appear in the relevant record's file tab.

  • 📎 Keep files with related work
  • 🔍 Easier to find
  • 👥 Team sees relevant files
  • 📊 Complete project documentation

Linking to Projects​

When Uploading​

  1. Open the project
  2. Go to Files tab
  3. Upload files here
  4. Files auto-link to the project

Existing Files​

  1. Open the file details
  2. Click Link to Project
  3. Search for the project
  4. Select to link

Linking to Clients​

When Uploading​

  1. Open client record
  2. Go to Files tab
  3. Upload → auto-linked

Existing Files​

  1. File details → Link to Client
  2. Select the client
  3. Link created

Linking to Tasks​

Attach files to specific tasks:

  1. Open the task
  2. Click + Attach File
  3. Upload new or select existing
  4. File links to task

Viewing Linked Files​

Find linked files from:

  • Project Files tab — All files for the project
  • Client Files tab — All files for the client
  • Task attachments — Files on specific tasks
  • File detail — See all links

Unlink without deleting:

  1. Open file details
  2. Find the link
  3. Click × to remove
  4. File stays, link removed