Uploading and Sharing Files

Overview

Uploading documents and files is an important component of your project. You can add files to your project by creating a post in the project workspace or directly to a task from the Task Details side panel.

To see all your project’s files in one view, click the Files tab in the project workspace. From this section, you can view the following:

• File names
• Upload dates
• Uploader name
• File size

To learn more about the Files tab, see the Project Files Tab article.

Kantata supports virtually all file types. If you are on a Professional, Teams, or Free plan, your file upload size maximum is 2GB. If you are on the Premier or Enterprise plan, your file upload size maximum is 5GB.

How to Upload a File in the Activity Feed

1. In the left navigation, click Projects, then select the desired project from the Project List.
2. In the Activity tab of the project workspace, click Upload Files and then select the file from the modal that opens.
   
3. When the file appears in the Upload Files box, click Done to close it.
   
4. If your project posts are public by default and you want to make the post and attached file private, click the Public button. The button changes to Private, and you can now select the team members you’d like the post to be visible to.
   
   
   Note: When a private post has an attached file, only the tagged team members will be able to view it in the project Files tab.
5. If desired, click Link to Task and select a task in the modal that appears.
6. If desired, type a message in the Create new post field.
7. Click Post. The post appears in the Activity Feed and the attached file is added to the Files tab.

How to Upload a File from the Task Details Side Panel 

1. To open the Task Details side panel, click the task title from nearly anywhere in Kantata OX. Common task locations include:
   
   • The project Task Tracker.
   • The project’s Activity Feed.
   • Your Dashboard.
2. In the Task Details side panel, click the Activity tab to jump to the Activity section.
3. Click Upload Files and then select the file from the modal that opens.
   
4. When the file appears in the Upload Files box, click Done to close it.
   
5. If your project posts are public by default and you want to make the post and attached file private, click the Public button. The button changes to Private, and you can now select the team members you’d like the post to be visible to.
   
   
   Note: When a private post has an attached file, only the tagged team members will be able to view it in the project Files tab.
6. If desired, type a message in the Create new post field.
7. Click Post. The post appears in the Activity Feed in the Task Details side panel and the attached file is added to the Files tab.
   
   Note: To download the file directly from the Activity Feed, click on the file name in the post.