The Project Attachments page

SECURITY  Permission to view projects. Refer to Project security settings.

NAVIGATION   > Projects > Search > Projects > click Search > context menu > View Project > Attachments

On the Attachments page, you view all attachments associated with the project, any project task or issue, and any task and issue note. To open the page, use the path(s) in the Security and navigation section above.

NOTE   Attachments at the project level can only be accessed through this page. Attachments associated with tasks and issues (directly or through a note) can also be accessed from the task or issue. Task note attachments are listed in the project Attachments view, but they can also be viewed by resources who do not have access to projects. Refer to Adding or editing project or project phase notes.

For details on how to add an attachment in Autotask, including a description of attachment types, file size limits, and information on attaching files and folders, refer to Adding and managing attachments.

Multiple attachments can be deleted at once by selecting the attachments and choosing Delete Selected Attachments from the bulk menu.

Button Bar

Name Description

New

Opens the New Attachment page. Refer to Adding and managing attachments.

Export

Exports the attachments list in CSV format.

NOTE  To print a list of attachments, you must export it.

Context menu

Menu option Attachment Type Description

Open in Browser

Attachment

Images and HTML files are opened in the browser.

 

If the file requires a desktop app (for example, a PowerPoint file), the Opening... dialog opens.

Visit Link

URL

File Link

Folder Link

For URLs, shows a Leaving Autotask message. Click Continue to open the URL in a separate window.

 

For File Link and Folder Link attachments, a dialog window with the path to the file or folder will open. The path must be copied and pasted into a browser or your File Manager.

Download Attachment

Attachment

An Opening... dialog lets you choose to open the file with a browser plug-in or to select the application to open the file with, and the file location.

Edit Attachment

All

You can edit the Name, Publish To and File or URL of the attachment.

Delete Attachment

All

 Select the Delete Attachment option, then click Yes to confirm the deletion. Deletion cannot be undone.

To delete an attachment, permission is required. For entities where you can configure separate Delete permission for attachments, Delete permission is required. Otherwise, Delete permission for the parent entity is required. For attachments to tickets and tasks, system administrators can delete any attachment while all other resources can only delete the attachments they added.

  • If the attachment was uploaded to the Autotask instance, it is removed.

  • For all other attachment types, the link to the file or URL is deleted, but the file, folder, or URL will remain.

Attachment History

All

Opens the Attachment History page. This page tracks changes to any of the attachment fields, who performed the action, and a date and time stamp.