Cloud Storage

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.