Manage Files

You can attach files to TaskRay Projects, Task Groups, and Tasks from the Files tab or via the integrated Chatter functionality. 

Manage Files

1. Locate the Project, Task Group or Task to which you want to attach a file to and open its details. 
2. Click on the Files tab.
3. A list of files and links will display, including:
   • File or Link Name (you can click on it to open the Chatter Files page or link in a new window)
   • File Source
   • File Owner
   • Last Modified
   • Size
   • More Actions, including Delete and Download (for files only)
4. You can sort the files by Title, Owner, Last Modifed, or Size by clicking on Column Header.

Attach Files

From the Files tab in Project or Task Details, choose between: 

• Upload Files: Clicking on Upload Fields will open a computer browser window. Locate the necessary file and attach it. You can upload multiple files at a time.
• Drop Files: Drag a file(s) from your desktop and drop on the Drop Files box to easily attach a file.

Tip: For Tasks, you can quickly access the Files tab from the Task Card when in Kanban or Row View. To access the tab, click on the Paperclip icon on the Task Card. 

Note: You can also attach files and links directly from the Chatter feed. Any files and links added in a Chatter post or comment will also appear in the Files tab.

Once a file is attached to a task, the Files icon on the Task Card in Kanban and Row Views will change color as an indicator.

Since TaskRay is a Salesforce native app, when a file is added to a TaskRay Project, Task Group, or Task, it can also be viewed through the standard Salesforce UI. If you open the TaskRay record in the standard Salesforce UI, you should see all of the attached files in the Files related list. Furthermore, if you upload a file to a TaskRay record through the standard UI, that file will also appear on the record in TaskRay.

Search for Files

You can quickly find all files and links associated with TaskRay Projects, Task Groups, and Tasks by viewing them under the Files tabs in the right sidebar.

1. Click on the Files tab in the right sidebar.
2. A list of files and links for the currently selected projects will be displayed.
   
   
   Note: You can narrow the search by selecting the desired projects in the left sidebar when in the All Work tab. If you are in the Performance tab Portfolio View, select projects in the list on the board to narrow the search. This will adjust the list of files in the right sidebar under the Files tab according to the selected projects. Finally, if you are in My Work View, the Files tab will display the files that are associated with the tasks that you see on the board.
   The list will include:
   • File or Link Name (you can click on it to open the Files page in standard Salesforce interface)
   • File Type (icon)
   • Comment Bubble (you can click on it to open the TaskRay Task Chatter Feed where the file was originally added)
   • Created Date 
   • File Owner
3. You can search within the current files list by using the Find Files search box.
4. You can sort the files by Name, Date, or Type using the Sort By dropdown.
5. Click Hide to close the sidebar.