Files View

An at-a-glance view of your files across all tasks.

Christine Perakis avatar
Written by Christine Perakis
Updated over a week ago

The files view allows you to see all your board files across all tasks, and sort by file type or team member.

How to access the Files view:

On your board, click Files in the left-hand navigation menu.

Viewing files by type:

You can easily filter files by type: Documents, Spreadsheets, PDF Files, Text, Images, and Videos.

Viewing files by user:

Select a team member to view all of the files they have added to the board. Alternatively, select a file type, and drill down by team member.

How to open files:

There are three ways to access a file.

  1. Click directly on the file to download it to your device.

  2. Click on the task, and open the file from within the context of the task. In the example below, we see the task is Budget.

  3. Click on the ellipsis on the right of the box, and choose from the menu to Open File or Open Task (open the file from directly within the context of the task). You can also click on “Budget” to open/download the file.

Learn more about: Board views

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