The files view allows you to see all your board files, and sort by file type or team member.
To check out the files view, follow these simple steps:
- Once on your board, click the square grid icon next to the board's top navigation bar.
- Select "Files."
Viewing files by type:
You can easily search 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.
- Click directly on the file to download it to your device.
- Click on the task (in Italics), and open the file from within the context of the task. In the example below we see the task is Budget.
- Click on the ellipsis on the right of the box, and choose from the menu to Open File (Download it), or Open Task (open the file from directly within the context of the task.