Project Files are knowledge records such as briefs, meeting notes, specifications, decisions, client notes, wiki pages, and release notes. They are not a general file-storage drive.
- Open Files.
- Select New document or Template.
- Enter a title, type, visibility, and body, then select Save document.
- Use Preview, History, and Comments to review the record.
- For a guest-visible document, choose Generate share link, set expiry, access mode, and optional password, then copy the link once.
Task attachments are separate and live in the task drawer. A shared link can be revoked. The Archive label on some document cards currently removes the record; confirm carefully before using it.
Related: Attachments, Team access, Customer portal.