We know you use lots of different ways to integrate your important files into your board, but we wanted to give them the spotlight they deserve. Introducing a column dedicated entirely to all kinds of files; the File Column! 📁Keep reading to learn how it works. 👇
How to add it
Click on the '+' icon located to the right of the last column on your board and select 'More columns' like this:
Choose "Files" from the Column Center:
How does it work?
Once your column is added, click inside the cell to add your file. You can add files from your Desktop, Google Drive, Dropbox, Box or OneDrive. If you are using the Desktop App, you will only be able to upload files from your computer.
Once your files are added, they will look like this:
You can view your file by clicking on it like this:
Which type of files can I upload?
You can add files from your Desktop, Google Drive, Dropbox, Box or OneDrive. If you are using the Desktop App, you will only be able to upload files from your computer. We also accept all the following type of files:
How do I edit my uploaded files?
Have you ever needed to edit or make comments on an uploaded file? Instead of having to exit the file in order to discuss it, or worse yet; download it, make comments and then re-upload, use our Annotation feature! With this feature, you can comment, tag, and converse directly on a file in your File Column!
To access our annotation feature, click to view one of the files from the File Column or from the Files View. Hover at the top of the image, and you will see the option to 'Add Comment' appear.
Once you’ve added a comment, the option to 'Hide' or 'Show' comments will appear!
Clicking on 'Show Comments’ opens up all of the comments or conversations that were previously added to this file. Clicking on ‘Add’ allows you to create a new comment wherever you’d like on this picture by dragging the small pointer to your location of choice.
To edit or delete existing comments, click on the three-dot menu to the right of your name in any of your annotations.
How can I delete a file?
To delete a file, simply click on the 'X' on the right of the file as shown here:
How can I see a summary of my files?
To see a list and a Gallery View of all files in one group, you can add a Column Summary! Click the arrow beside the Column's title and select 'Show Column Summary' from the menu.
Now you can see how many files are in your groups, and if you hover over the Column Summary, you'll see the thumbnail and name of each file!
You can click on any of the files to open up the Gallery View so that you can flip between all of the files in your group! If you click on "Start Conversation" from the file's summary in the Gallery View, you'll be navigated straight to the item's Updates Section!
To learn about the other ways to attach files within your board, check out this article.
How can I download my files?
When you click on a file, you can select "Download" to download a single file, or "Download all" to download all the files in the group into one zip file!
How can I see all my files?
To see all the files in your board at once, you can use the File View, like in this image below. Check out this article to learn more about it.
If you have any questions further questions, please feel free to reach out to our Customer Success Team right here. We are available 24/7 and happy to assist :)