Plankwork
Chapters ← All chapters

How to use this manual

Start here

Foundation

The board

Views

People and delegation

Time and money

Reports

AI

Your account and organisation

Service Desk

Administration and company IT

Reference

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.