Attaching Files to Tasks

Attaching New Files

To attach a new file to a task, simply open the task and drag a file on to the task from your desktop to begin an upload.

Once the upload is complete, your files will be added to your task.

Creating New Files as Attachments

Additionally, if you'd like to create a brand new file such as a document or bookmark, you can click the Paperclip icon to create a new file attachment.

Select Add New File to view a list of new file options.

Select the type of file you would like to create and then proceed with creating the file.

Once you are done, click Back on the file and you will return to your task with the new file attached.

To learn more about different file types in Assemble, click here.

Adding Existing Files as Attachments

You can also attach any existing files from your project. First, click the Paperclip icon on any task.

Next, select Attach File from Project.

On the next screen, you'll be able to search any files from the project and select the file you want to attach. When you're done, click Save to attach the file to your task.

Organizing your Attachments in your Project

When creating a calendar in Assemble, you will break down your timeline into Phases. Each task is typically created with one of these phases.

Files are organized in your project by phases also. Whenever you create a phase in your calendar, an associated folder is also created for that phase.

Therefore, whenever you attach a file to a task, it is automatically organized into the associated phase folder. To find your files, just navigate to the library and open the folder for the phase you would like to view.

NOTE: If a task does not have an associated phase, you will not be able to upload new attachments to it.

To learn more about using phases to organize your files, click here.

Sharing a Calendar with Task Attachments

If you share a calendar as a review link, then all task attachment will also be visible to external viewers with no login or sign up required.

External viewers can also leave comments and change the status of task attachments.

To learn more about sharing a review link of a calendar, click here.

Guest Viewing Permissions for Task Attachments

Guests on guest teams can only view tasks that you have given them permission to view.

If you upload a new file attachment to a task, any guest teams that have permission to view the task will automatically be given permission to view the new file. Guests can also upload files to tasks.

To learn more about teams and permissions, click here.