Pictures and documents can be kept with the work they belong to: a drawing or a customer's quote on the project, before-and-after photos on a task, the photos a supervisor took on a visit, or a picture attached to a note. Everyone on the project can see them, and the task page gathers every photo from its visits and notes in one place.
Before you start
- You need the Project Management permission.
- Files can be pictures (JPEG, PNG, HEIC and so on), PDFs, plain text or CSV, and Word, Excel or PowerPoint documents, up to 15 MB each.
- On a phone or tablet you can take a photo straight into the record.
Where files live
| Place | How to get there |
|---|---|
| A project | Open the project and click the Files & photos tab. |
| A task | Open the task; Files & photos is a panel on the left. This panel also shows the photos on the task's visits and notes. |
| A supervision visit | Under each visit in Supervision visits there is a small Attach button. |
| A note | Under each note in Notes & activity there is a small Attach button. |
Steps: attach a file or photo
- Go to the place above.
- Click Attach file (or the small Attach under a visit or note) and choose one or more files. On a phone, Take photo opens the camera instead.
- Wait for the green "File attached" message. Pictures appear as thumbnails; other files are listed by name with their size.
To add a caption ("Before", "Fuse board after"), open the picture and click Caption, or click the pencil on a file row.
Steps: view, download or remove
- Click a thumbnail to see the picture full size. Download saves it.
- Click a file's name to download it.
- Hover a thumbnail and click the bin, or click the bin on a file row, to remove it. You can remove files you uploaded; administrators can remove any.
Every upload and removal is recorded in the task's Notes & activity as "Attachment added — name" or "Attachment removed — name".
Tips
- Photograph the site before you start and again when you finish, on the task. It settles most disputes about what was there.
- Attach the photos of a problem to the visit where it was found, so the visit report and the pictures stay together.
- Attach the customer's signed quote or instruction to the project so it is one click away when invoicing.
Common problems
- "Only pictures, PDF, text/CSV and Word, Excel or PowerPoint files can be attached." → the file is another type. Save it as a PDF and attach that.
- "File is too large (max 15 MB)." → most phones can take smaller photos; or resize the picture before attaching.
- "Attachments cannot be stored: … is not configured on this server." → the server has no file storage set up. Ask your administrator.
- "Save the visit first, then add photos under it." → a new visit has to be saved before pictures can be attached to it.
- A thumbnail stays grey → the picture is still loading, or it was removed by someone else. Click Refresh in Notes & activity, or reload the page.