The file widget allows you to upload files to your templates for anyone to access and download, either from the template, or from checklists you have run from it.
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.
Users: In order to add or edit file widgets in your templates, you must be an Administrator or a Member who has been given ‘can edit’ access by your Administrator.
How to use the file widget
Start in your template dashboard and look for the template you’d like to add files into. Click the three dots next to your template’s name, and then click “Edit template” from the right-hand menu.
Next click on the task you’d like to add a file into, then drag and drop or click the “File” widget from the right-hand content menu. The icon for this is a piece of paper with the corner folded over.
Click “Upload file”, select the file you want to insert, and then confirm. The file will be available for users to download once you have saved changes to the template.
Alternatively, you can drag and drop a file into the center of your screen, while editing your template, to achieve the same result.
Whilst there is no storage limit for uploads to your account, there are individual file upload limits.
Learn more about how the other widgets work:
- Learn The 5 Stages of Process Building in our Getting Started Guide
- Watch helpful videos and webinars in our YouTube channel
- Get inspired by our Blog