Inspire Planner allows you to attach files or documents to your Project Tasks to make it easy for you and other users to collaborate and view documents that relate to each project task.
The paperclip icon you see beside each project task is the File Attachment indicator. When grayed out, this means that there is no file attached to the task. When a file is attached, the paperclip icon appears highlighted.
When a new file is attached by another user and you haven't viewed the file, the paperclip icon will display a red number indicating how many unread files are attached to the project task.
To attach a file to a particular task, simply click on the paperclip icon beside the task.
A window will open to allow you to either:
This option allows you to select a file that has already been previously uploaded to Salesforce.
By default, it will display files you've recently viewed.
Clicking on All Files in the menu on the left will show you all files you have access to.
Clicking on My Files will show all files you own, files that are shared with you, and files you follow. You can click on 'Owned by Me' to view only files you own, 'Shared with Me' to view files shared with you or 'Following' to view files you follow.
Clicking on Files in My Libraries will show all files published to libraries you are a member of.
To attach a file, simply click on Attach beside the file.
The file you selected will appear under 'File'. You can then choose to add a description or say something about the file. Click on Share to continue attaching the file to the project task.
The file will now be attached to the project task. You will see it as a comment on the Chatter window.
You can close the window when finished or you can choose to attach another File by clicking on 'File'. Once you close the window, the paperclip icon beside the task will appear highlighted to indicate that there is a file attached to the task. Remember to click on the Save Project Plan icon in the Project toolbar on the left to save your changes.
This option allows you to upload a file that is saved locally on your computer or drive.
Click on Choose File. This will allow you to then browse for a file stored locally on your computer or drive.
Once you select a file, you will see it under 'File' in the file attachment window. You can then choose to add a description or say something about the file. Click on Share when you are done.
To view a file attached to a project task, simply click on the paperclip icon beside the task.
It will open the Chatter feed where you can see the attached files. You will see the option to either 'Download' or view 'More Actions'.
You can also choose to view all files attached to the project by clicking on the View All Project Attachments icon in the project toolbar on the left.
A window will open, displaying all files attached to the project.
For more information on how to use Salesforce Files, we recommend you visit Salesforce Files.