Shared guide

How to add files to an item

Step-by-step guide covering: Click the BoardLeads section; Click the 'Open Task page' link; Click the Files tab; Click the Add file button.

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Step-by-step Guide4 steps

  1. Click the BoardLeads section

    This action will open the BoardLeads interface where you can manage leads and utilize reporting tools specific to your workspace.

    Click the BoardLeads section
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  2. Click the 'Open Task page' link

    Clicking this link will open the detailed page for the selected task, allowing you to view or update its specific information and progress.

    Click the 'Open Task page' link
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  3. Click the Files tab

    Access the Files section to upload documents, share progress, or mention teammates within the workspace.

    Click the Files tab
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  4. Click the Add file button

    This action allows you to upload files related to the task. Once clicked, you can select files from your device to upload for collaboration.

    Click the Add file button
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