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Files

The Files view collects every attachment on the board in one place. Task attachments appear automatically; you can also make board folders for files that do not belong to any one task.

Truetask Files view with the attachment tree, file table and details panel

The tree

The left column holds three sections.

NodeWhat it holds
All filesEvery attachment on this board.
TasksOne node per task that has attachments, named after the task.
FoldersBoard folders you create, for files that are not on a task.

Files uploaded outside a folder collect under Unfiled files. Folders organize files in this board only.

Drag the divider to resize the tree.

Browsing

Above the file area sit the browsing controls.

ControlWhat it does
SearchFilters by file name.
Type filterAll types, Images, Documents, Media, Archives, Code, Other.
SortName, Modified, Size or Type, ascending or descending.
Thumbnails / ListSwitches between the tile grid and the table.
Toggle detailsOpens the details pane on the right.

The table shows Name, Size, Source and Modified. Source says whether the file came from a task or a folder.

The details pane reports the file's size, where it lives, when it was added and when it last changed. Select several files and it reports the count instead.

Working with files

ActionWhat it does
PreviewOpens the file in the viewer.
Open in new tabOpens the raw file in a browser tab.
DownloadSaves the file.
MoveSends the file to another folder or onto a task. Moving keeps the same file record.
Open taskJumps to the task the attachment belongs to.
RenameChanges the display filename. Keep the extension if the file type needs one.
DeletePermanently deletes the file.

Select several files and the same menu offers Download n files, Move n files and Delete n files.

Deleting a folder hides the files inside it rather than destroying them. Deleting a file is permanent and cannot be undone.

Uploading

Upload sends files into whatever the tree has selected. New folder creates a board folder first.

You can also drop files straight onto the view. When the selected node is an aggregate, such as All files, Truetask asks where the files should land: a folder, a task, or a new folder you name on the spot.

Board viewers can search, preview and download, but cannot upload, rename, move or delete.

The status bar

The bar at the bottom of the window reports how many files and folders are showing and their total size.

Truetask Cloud only

Workspace owners and admins also see a storage meter there, with a link to the plan where storage packs live. See Plans and billing.

  • Tasks for attaching a file to a task in the first place
  • Views for switching this view on or off
  • Notes for the board's document vault

Truetask works the same on Truetask Cloud and on your own server. Pages and sections that apply to one model only are labelled.