How to Attach Files to Tasks

This article explains how to add and remove files to and from tasks.

Updated December 23, 2024

 

 
User Permissions for Accessing This Feature
Owner Standard Administrator Flow Administrator Task Manager Guest  General
×

 

To open the task details screen, click on the three-dot menu next to the relevant flow template or task, and select "Details," or simply click anywhere on the task itself.

35-FileUp-01

 

In the task details screen, click on "Attachments" and then select "Upload File" to choose the file you wish to add to the task.

Supported File Formats
  • jpg/jpeg
  • png
  • gif
  • doc / docx / xls / xlsx / xlsm
  • txt
  • pdf 
  • csv
  • zip 
Maximum File Size Limit 5MB
Maximum Files 5

 

 

 

36-FileUp-02

 

The files will be automatically attached to the task and will be displayed with a paperclip icon in the task list.

37-FileUp-03

Delete an Attached File

To remove an uploaded file from the task, click on the trash can icon.

38-FileUp-04

Review the pop-up message and click the "Delete" button to confirm the removal.

39-FileUp-05