Help Center / Files /
Uploading and organising files
The Files page in the main menu is where all your workspace files live. You can upload from your computer, Google Drive, Dropbox, OneDrive, or a URL. Files can also be attached directly to projects, tasks, conversations, invoices, and proposals.
How to upload files
- Open the Files page from the main menu on the left.
- Click the "Upload" button in the top-right corner, or drag files directly into the browser window. Multiple files can be selected and uploaded in a single batch.
- Choose a file source (optional). Besides local upload, you can pull files from Google Drive, Dropbox, OneDrive, or paste a URL.
- Wait for the upload to finish. Each uploaded file displays its name, type, file size, upload date, and the person who uploaded the file.
Supported file types and size limits
The file manager accepts images, PDFs, documents, spreadsheets, videos, audio files, and compressed archives. Maximum file size depends on your plan (free plans allow up to 25MB per file, paid plans vary by addon).
How to create and nest folders
- Click "New folder" inside the file manager.
- Name the folder and press enter to create the folder.
- Create subfolders inside any folder to build deeper structures. For example, you might use top-level folders for each client, with subfolders for projects, contracts, and deliverables inside.
How to move, rename, and delete files
- Right-click a file or folder (or use the three-dot menu) to open the context menu.
- Select "Move" to move the file to a different folder. You can also drag files and folders between locations.
- Select "Rename" to change the display name. Renaming a file updates the name everywhere the file appears.
- Select "Delete" to remove the file from the file manager entirely. Deleting frees up storage immediately.
Files uploaded from projects, tasks, and conversations all live in the same folder structure. Reorganising files in the file manager keeps everything tidy without affecting where the file was originally shared.
