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. You can also make uploads to the Files section directly. Whenever you attach a file to a task, discussion, note, or comment, it’ll also appear under Project’s Files. You can also make uploads to the Files section directly. 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. You can always access this Folder and the Files in it by going to the Files tab inside any Project.
Uploading Files
- Click on the desired Project and then click on Files
- Click on Create Folder and then click on it.
- Click on the Paperclip icon to upload your file from the preferred source.
Quick Tip
Add files quickly by dragging and dropping them to the Files section (same when creating tasks, discussions, notes, or comments).
Managing Files
Opening a file will let you download it. ActiveCollab can also preview images, PDF, and PSD files.
In project Files, you can view the files either as a grid or a list.
Clicking on the three dots next to the file's name will let you:
- Download the file,
- Hide it from clients so they don’t have access to it. A hidden file will have a padlock icon next to the name,
- Move it to Trash to remove it from the project.
You can also use the sorting feature for your files.
- Click on the desired Folder.
- Click on the "Filter" and select the desired filter by clicking on the checkbox
- Similarly, you can click on the "Sort" and choose the preferred sorting criteria.
Moving Files
- Clicking on the desired folder with the file.
- Clicking on the "..." menu of the file.
- Selecting Move to.
- Select the Folder you wish to move the file to.
- Click on Move.
Renaming and Moving a Folder
Note: The maxiumum file size per upload is 2GB.
