Content:
1. Introduction (global account permission for attachments)
2. How to manage attachments in the card?
3. How to download and preview the attached files?
4. How to delete attachments?
5. What are the allowed file formats and sizes?
6. How to make attachments visible on the closed card view?
1. Introduction (global account permission for the attachments)
If the global security control related to attachments is enabled, users can easily attach files to the Kanban cards and Initiatives from their computers or cloud storage.
Only Account Owners can enable/disable the Attachments Security option from the Security Control tab in the Administration. The respective Security Control name is Adding Card Attachments.
If disabled, then users will not be able to attach any files to the cards and initiatives.
2. How to manage attachments in the system?
Open a Kanban card and go to the Attachments menu in the right section of the card.
Use the plus icon "+" icon (1) to upload a file from your computer, Dropbox, Box, Google Drive, or OneDrive. The system allows users to attach multiple items.
You can use the drag & drop method (2) or the plus icon (1) to upload multiple files at once.
Note: After attaching a file to a card, make sure to update the card in order to save the changes.
3. How to download and preview the attached files?
When you attach the files, they will appear in the Attachments card area (Img.1).
Download: You can download attachments from a card with a single click only. Hover your mouse over the thumbnail and click Download.
Preview: The file preview option allows you to view the attachments, which saves you time and effort. You simply click the attachment name on the card to preview the file without downloading it.
Use the "Download all attachments" icon (1) to download a zip file of your attachments with a single click.
Img.1
4. How to delete attachments?
If you want to delete an attachment -> hover over the attached file you want to remove from the card and click the "Delete" icon.
Once you "Update the card", the file will be permanently deleted from the card.
5. What are the allowed file formats and sizes?
- The allowed file formats are as follows:
- The allowed maximum size per single file is 30MB per file.
- When attaching multiple files to a single card, their cumulative size must not exceed 50MB.
6. How to make attachments visible on the closed card view?
You can configure your card view to make the attachments visible on its closed view.
To achieve this, go to the sidebar to the right side of your board interface and click the Configure Card View icon to open the Card settings panel.
In the Card settings panel, select Show Attachments and choose between: icon or one per row.
- If you select "One per row" the names of the attached files will be visible in the closed card view, and you can open each of them with a single click, without opening the card.
- If you select "icon", you will get displayed the paperclip attachments icon. On hover, it displays the number of attached files that you have in the card.
