Permissions Required: Project Admin or Projects Level 3 (Full Access) permissions are required to add an attachment to any Project Entry.
Project Assignee or Collaborator permissions are required to add an attachment to a Project Entry assigned to you.
To Add an Attachment to a Project Entry
Tip: You can also attach files from a connected cloud storage service. Learn more: Can I Connect Cloud File Storage Services with Loopio?
- Locate the Project Entry you want to edit and click + Add Attachment
Note: If your Project Entry already has Attachments, select Show Attachments first, then select + Add Attachment
- Click Add Files to browse your local files, or drag and drop the file you want to attach
- Click Upload
Your attachment will appear in the Attachments area of your Project Entry