How Does the File Widget Work?

What is the file widget?

The file widget allows you to upload files to your templates for anyone to access.

For example, you could upload a copy of your employee handbook to your onboarding process to make it easy to access and give to new employees.

The file widget supports uploading of ALL file types up to 250MB.

How to use it

To access or create a file widget you will need to be editing the template containing your target. This can be done by opening up the template and selecting “Edit this template” from the menu on the right-hand side of the screen.

One you’re editing the template, navigate to the task you want to edit and click or drag the “File” button in the widget menu on the right-hand side of the screen.

The icon for this is a piece of paper with the corner folded over.

This will create an empty file widget at the bottom of the task you’re in. Now click the “Upload file” option, select the file you want to insert, and then confirm.

Alternatively, you can drag and drop a file into a task while editing it to achieve the same result.

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