With BasicOps, you can organize and share your important files with other team members. To help you organize your files, BasicOps allows you to create file folders. Folders can be created at the project level, or at the individual task level.
This article will show you how to:
- Create and use a project file folder
- Create and use a task file folder
- Manage files in folders
How to create and use a project file folder
To create and use a project file folder you first need to select the project you want to assign it to. Then select the Files tab. Click the pull down arrow on the Add File button, and then select Add folder.
You will see the following popup window. Here you will be required to name your new folder. In the following example, we create a folder named “Project images”.
In the dialog box, click on Add Folder to add the new folder to the project. It will be displayed on the Files page as a link with the folder icon .
Note that the Files page is divided into two separate sections.
- The Project section which will display project folders and files attached to the project not associated with a particular task.
- The task section which displays the tasks belonging to the current project and the files and folders belonging to each task.
How to add a file to a project folder
There are three ways to add a file to a folder
- Add a file by selecting upload
- Add a file by dragging and dropping
- Add a file using the file selector
Adding a file to a folder by selecting upload
To upload a file to your project folder, you first need to open the folder. Do this by clicking on the folder name. In the following example, we will use our mouse to click on the file folder “Project images”
You will see the folder name and location expand. You will also see the files that folder contains.
Next, click on the Add File button. You can select a file from a local drive, a cloud drive, or even a file already attached to a project. Select the file you want to add and click Upload.
Adding a file to a folder by dragging and dropping
You can drag and drop a file from a folder. Simply click on the file using your mouse and hold down on the left hand mouse button, drag the file to the destination folder, and let up on the mouse button to drop the file in the folder.
Adding a file to a folder using the file selector
Another way to add a file to a folder is to select it from another project. From within your project, simply click Select from all projects, navigate through your projects, find the file you want to add and click on Attach.
In the following example we will add a file to a folder from another project. First we click on Add file. And then from the dropdown menu click on Select from all projects.
We then navigate through our tasks and folders to select the file we want to add.
How to create a task folder
You can also create folders within tasks for additional organization. To do this, in the project list view select Files within the task, and then use the pull down menu to select Add folder. Here, you will be asked to enter a folder name.
In the following example we will create a folder within the Book the presentation area task called Presentation files.
In the dialog box, click on Add Folder to add the new folder to the task. The folder will be displayed under the task details page as a link with the folder icon .
Image: The new task folder
You can now click on the folder and add and manage your files.