Uploading Files

ActiveCollab lets you keep all your documents and images in one place. Whenever you attach a file to a task, discussion, note, or comment, it’ll also appear under Project’s Files section. You can also upload files directly in the Files section within the project.

Every Project will have its Attachments folder by default. Any file you upload in your tasks, comments, etc. will automatically go to the Projects Attachment folder.

How to Upload Files in a Task?

Step 1: Log in to your ActiveCollab account
Step 2: Click on a desired project
Step 3: Open a Task or create a new one

If you wish to attach a file to an already existing task, click on Edit in the top-right corner next to the task’s name

Step 4: Find the Attachments area
Step 5: Click on Attach files or use the drag-and-drop option
Step 6: From the dropdown menu, you can select to upload a file from:

Computer
Dropbox
Google Drive

Step 7: Wait for the upload to finish
Step 8: Click on Save (if you’ve added a file to an existing task) or the Add Task button (if you’ve added a file to a newly created task)

Opening a file will let you download it. ActiveCollab can also preview images, PDF, and PSD files.

How to Upload Files in Comments?

Step 1: Log in to your ActiveCollab account
Step 2: Click on a desired project
Step 3: Scroll to the comment section in a task, note, or discussion
Step 4: Type your comment
Step 5: Click on Attach files or use the drag-and-drop option
Step 6: Wait for the upload to finish
Step 7: Click on Add Comment

If you wish to attach a file after posting a comment, simply click on the three dots (...) next to your comment and then click on Edit.

Note: The Default comment editing period is 30 minutes. The limit on comment editing period can be set by the user with the Owner role in the System settings.

How to Upload Files in the Files Section?

Files uploaded directly in the Files section are not tied to a specific task.

Step 1: Log in to your ActiveCollab account
Step 2: Click on a desired project
Step 3: Click on the Files section within the project
Step 4: Click on the Paperclip icon in the top-right corner
Step 5: Upload your file from your Computer, Dropbox, or Google Drive

Add files quickly by dragging and dropping them to the Files section (same when creating tasks, discussions, notes, or comments).

How to Create a Folder?

With folders, you'll be able to sort and organize your files in a way that you'll never lose any image, video, or document.

Step 1: Log in to your ActiveCollab account
Step 2: Click on a desired project
Step 3: Click on the Files section within the project
Step 4: Click on Create Folder in the top-right corner underneath the paperclip icon
Step 5: Name the folder
Step 6: Click Save

How to Add Files in a Folder?

Step 1: Log in to your ActiveCollab account
Step 2: Click on a desired project
Step 3: Click on the Files section within the project
Step 4: Click on a desired folder
Step 5: Click on the Paperclip icon in the top-right corner
Step 6: Upload a file from Computer, Dropbox or Google Drive
Step 7: Wait for the upload to finish

How to Rename a Folder?

Step 1: Log in to your ActiveCollab account
Step 2: Click on a desired project
Step 3: Click on the Files section within the project
Step 4: Click on the three dots (...) located in the top-right corner of the folder (when in Grid view) or on the far right side of each folder row (when in List view)
Step 5: From the dropdown menu, click on Rename
Step 6: Add a new name
Step 7: Click Save

How to Move a Folder?

Step 1: Log in to your ActiveCollab account
Step 2: Click on a desired project
Step 3: Click on the Files section within the project
Step 4: Click on the three dots (...) located in the top-right corner of the folder (when in Grid view) or on the far right side of each folder row (when in List view)
Step 5: From the dropdown menu, click on Move to
Step 6: Select the new place for your folder
Step 7: Click Move

How to Filter Files in the Files Section?

Step 1: Open a desired project
Step 2: Click on the Files tab within the project
Step 3: Click on the Filter option in the top-right corner
Step 4: From the dropdown menu, select how you’d like to filter your files:

File Type - select one or more by checking the box ( Archive, Document, Image, Spreadsheet, Video )
Extension - select one or more by checking the box ( cvs, jpg, pdf, png, mp4, other..)
Uploader - filter the results by checking the box of the person who uploaded the files
Location - Comment, Project, Task

Step 5: Click anywhere on the screen to exit the filter section

How to Sort Files in the Files Section?

Step 1: Open the Files tab in a project
Step 2: Click on the Sort option in the top-right corner
Step 3: Files can be sorted in ascending and descending order by

Name,
Date Added,
Size

How to Change a View in the Files Section?

Step 1: Open the Files tab in a project
Step 2: Choose between the List and Grid view located in the top-right corner

How to Move a File to a Different Folder?

Step 1: Log in to your ActiveCollab account
Step 2: Click on a desired project
Step 3: Click on the Files section within the project
Step 4: Click on the three dots (...) located in the top-right corner of the file (when in Grid view) or on the far right side of each file row (when in List view)
Step 5: From the dropdown menu, click on a desired folder
Step 6: Click Move

How to Hide a File from a Client?

Step 1: Click on the Files section within the project
Step 2: Click on the three dots (...) located in the top-right corner of the file (when in Grid view) or on the far right side of each file row (when in List view)
Step 3: From the dropdown menu, check the Hidden From Clients box

How to Rename a File?

Step 1: Click on the Files section within the project
Step 2: Click on the three dots (...) located in the top-right corner of the file (when in Grid view) or on the far right side of each file row (when in List view)
Step 3: From the dropdown menu, click Rename
Step 4: Type in a name for your file
Step 5: Click Save

How to Delete a File?

Step 1: Click on the Files section within the project
Step 2: Click on the three dots (...) located in the top-right corner of the file (when in Grid view) or on the far right side of each file row (when in List view)
Step 3: From the dropdown menu, click Delete
Step 4: Click the Delete button to confirm

Note: The File will remain in the Trash for 30 days. To remove it permanently, go to Trash and empty it.

How to Delete a Folder?

Step 1: Click on the Files section within the project
Step 2: Click on the three dots (...) located in the top-right corner of the folder (when in Grid view) or on the far right side of each folder row (when in List view)
Step 3: From the dropdown menu, click Delete
Step 4: Click the Delete button to confirm

Note: This will move the folder and its content to Trash. Files attached to tasks, discussions, and notes will be sent to the Attachments folder.