In a template or task, it may be helpful to add files that the user or person carrying out the task can download to help them. These could be files like template job descriptions, the latest version of a contract, screenshots of a system, or even an instructional video.

Here's a video to explain how to upload a file. 

On the step, click the "Add attachment" button in the bottom left-hand corner. This opens the step 'wizard' which allows you to add more information to the step.

In the Add section, select the "File" button, or drag and drop it upwards onto the step. You will be prompted to browse for a file from your computer.


Once the template is published, and a task created from it, the file can then be downloaded by the individual carrying out the task.

A file for download will be represented by a paperclip icon.

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