Project Documents

Work in Progress

This documentation is actively maintained. Features described here may change as the platform evolves. Last reviewed: February 2, 2026.

Every project can store documents — files that are relevant to the project such as specifications, designs, reports, and deliverables.

Types of Documents

Type	Visibility	When to Use
Project Documents	All project members	General documents shared across teams
Team Documents	Only that team	Documents specific to a team's work
Milestone Documents	All project members	Deliverables tied to a milestone

Uploading Documents

Project-Level Documents

1. Open the project detail view
2. Go to the Documents tab
3. Click Upload Document
4. Select files from your computer
5. The document is immediately available to all team members

Team-Specific Documents

1. Open the project detail view
2. Go to the Teams & Budget section
3. Find the relevant team
4. Upload documents in the team's document area
5. Only members of that team can access these files

Managing Documents

• View — Click a document to preview or download it
• Delete — Remove documents you no longer need (admin/project creator only)

Supported File Types

You can upload most common file types including:

• Documents: PDF, Word (.docx), Excel (.xlsx)
• Images: PNG, JPG, SVG
• Archives: ZIP
• Other: Any file type your team needs

tip

Keep project documents organized by using clear file names and uploading them at the appropriate level (project, team, or milestone).