You can attach files to a task so any documents you need are kept with it. This guide shows how to add a file while creating a task.

Step 1 — Open the New Task form

Click Add New Task in the sidebar. The New Task form opens, with fields for the task name, due date, and attachments.

Step 2 — Click Attach files from device

Click Attach files from device (blue) in the Attachments section of the form to open your computer's file picker.

Tip: The file picker is your operating system's own dialog. Browse to the file you want, select it, and confirm.

Step 3 — Review the attached file

Review the Attachments section (blue) — the file appears with its name and size. Finish filling in the task, then save it; the attachment is saved with it.

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