Files
Your work comes with documents: a pricing deck for a task, a signed statement of work, a screenshot on a customer’s request. Files keeps them next to the work they belong to and gathers them all in one place, with a storage allowance you can buy more of.
- Task files attach documents to a task, where the work is.
- The Files app is a file manager across the projects you can open.
- Trash holds removed files for a while so a mistake can be undone.
- Storage is included with the subscription and can be extended.
- Request files let customers and the Service Desk team attach files to a request.
- Claude can list a task’s files and hand you a link to one.
The full chapter, with every step and setting, is in the app: open your account menu and select User manual.