Cloud Storage

Attach files to tasks and expenses. Files are stored securely and accessible to your team based on permissions.

Task attachments

• Add files when creating or editing a task.
• Common file types are supported; original file names are kept.
• Download from the task by clicking an attachment (opens the stored file URL).

Expense receipts

• Upload a receipt or related document when adding an expense.
• The file link is saved with the expense and can be opened from the expense details.

Tips:

• Use clear file names (e.g., invoice_1234.pdf) for easier searching.
• Keep sensitive data in team-secure folders and share only what’s needed.