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Add Files to a Task
Updated over a week ago

Upload a File

You can add new or pre-existing files to a task in Canopy.

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1. Click the Files tab in the Task Workspace and select Add a file.

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2. Click New file.

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3. In the File Inbox pop-up, select Upload.

This is where you can select the file from your computer.

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4. Click Link to task.

The uploaded file is listed in the Files tab.

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Add an Existing File

Add a pre-existing file to a task by clicking the Files tab in the Task Workspace.

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1. Click Add a file on the right side of the Files section.

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2. In the drop-down, select Existing file.

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3. Select a file to attach to the task.

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4. Click Choose.

The existing file is listed in the Files tab.

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Upload/Add Files to a Subtask

1. Under the Work tab in the Task Workspace, click on the dropdown arrow in line with the desired subtask.

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2. Select Add a tool.

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3. From the list that pops up, select New file or Existing file.

Any files uploaded to a subtask will also populate in the Files tab.

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