Overview
Keep all project and task specific files in one place so that they are easily accessible to all external and internal project team members.
User access
Admin, Managers, Guides, Task Owners, Contributors, Third-Party, and Customers can upload attachments.
Admins, Managers & Guides can delete all attachments they have access to.
All other users can only delete attachments that they uploaded themselves.
External users cannot view attachments where external visibility is set as 'Internal'.
How to add and view Project-Related Attachments
These attachments are related to the project in general
Locate the "Attachments" tab at the top of any project
Click the "Upload" button to upload files from your device
Watch the progress of each upload
Pro-Tip: Under the Attachments tab you can see all attachments at the project level, plus the milestone or task an attachment is related to, the date it was uploaded, and who it was uploaded by. Quickly find attachments by using our new “Search” functionality to lookup the name of an attachment. ⤵️
How to add and view Task Specific Attachments
These attachments are related to specific tasks that may request, or benefit from, attachment uploads
On any task card, locate and click the task name to open the task drawer
Scroll down within the drawer to view attachments that have been uploaded by a team member
Upload Task Specific files from your device by clicking the "Add Attachment" button or by dragging and dropping files directly
4. To provide external links on a task (e.g., Dropbox, website, article, etc.), continue scrolling down to task "Custom Fields".
Pro-Tip: Name your hyperlink custom fields in way that easily communicate to the team what the link is for. Admins can setup Custom Fields for their team and set visibility settings. This will need to be done before team members can add links. Learn more.
Users are required to authenticate to see attachments.
Best-Practice: instruct users in the Task Instructions that there is an attachment to be leveraged and instruct them to use the “View Task Attachments” link within the Task Assignment email. ⤵️
Attachment Attributes!
Attachment Previews
You can now preview attachments. Attachment previews are available for image files (.jpg, .png, .gif) and pdfs. Simply click on an attachment to launch the preview window.
Approved File Types
GUIDEcx accepts all file types outside of the rejected list below.
Rejected file types: .svg, .html, .js, .css, .exe, .sh, .dll, .cdm, .dmg.
File Storage Limit
We want you to be able to get your job done, so with GUIDEcx there are no limits to the number of files or hyperlinks you may add to your projects! While the number of files you may upload is unlimited, individual files must be smaller than 50 MB. Add away!
Note: If you require file sizes greater than 50 MB, please reach out to your CSM for more information on increasing the limit on file sizes allowed.
Drag & Drop
You can add attachments to tasks, projects, or messages by dragging and dropping them (in a message, in the task drawer, or in the projects attachments tab).
Hyperlinks
Pro-tip: Add files and custom field hyperlinks to your templates so they are pre-loaded with everything your team needs when it comes time to create a project.
Here is an example of how your hyperlink or attachment shows up in the email that is generated from the task assignment.
Best Practices
Make sure to set the visibility of attachments as internal if you do not wish for external users to view them.
FAQs
What is the maximum number of files that can be attached?
What is the maximum number of files that can be attached?
Unlimited, with GUIDEcx, there are NO limits to the number of files or hyperlinks you may add to your projects!
What is the maximum file size allowed as an attachment?
What is the maximum file size allowed as an attachment?
Though the number of uploaded files is unlimited, individual files must be less than 50 MB. If you require file sizes greater than 50 MB, please reach out using our Support Chat for more information.