You can attach files to a task by opening it for viewing or editing.
Method 1: Attach a file as a separate attachment. [Pro, Elite]
This method is ideal when the file is the main document or resource for a task or note (for example, a contract, invoice, or technical brief). The file is attached in a dedicated field below the text editor.
How to insert:
- Using drag and drop: Drag a file from a folder on your computer and drop it onto the dotted area below the note’s text field.
- Via the paperclip icon: Click the paperclip icon and choose the file you want to attach.
Attached files appear as a list below the main note text. You can download or delete them.
Method 2: Insert a file directly into the text (as a block). [Elite]
This method is used when a file is part of the note itself or serves as an illustration to the text.
How to insert:
- Through the block menu:
- On an empty line in the editor, type / or click the + icon on the left side of the note field to open the block menu.
- Select File and upload it from your computer.
- Using drag and drop:
- Drag a file from a folder into the note’s text field (the insertion area will be highlighted with a horizontal line).
- After releasing the mouse button, a menu will appear — select Insert File.
The file appears as an interactive block within the text. The block displays the file name, extension, and size. This file is also uploaded to the app and synchronized.
Method 3: Insert a link to a local file. [Elite]
This option is useful when you need to reference a very large file without uploading it to the app, or if you work with the file only on one computer.
How to insert:
- Drag a file from a folder into the note’s text field.
- In the pop-up menu, select Insert Local Path.
A clickable link like file:///... will appear in the note text, pointing to the file on your computer.
Details:
- The file itself is not uploaded to the server and is not synchronized. It doesn’t take up app storage space.
- The link will only work on the computer from which it was added.
Important! This feature is available only in the desktop version of the app. In the web version, the file will be automatically uploaded and inserted as a block.