You can leverage the Attachment functionality in SwiftKanban to attach documents (including text files, spreadsheets, image files) to cards, and use them for future reference. Attaching multiple files has also been made easy as you can drag-and-drop or multi-select files to attach them to a single card.
Moreover, you can also take a print screen and copy the same directly into the description field of a card.
You can manage attachments to a card in the following two ways:
- Managing attachments in the Full View (Card Field Editor) of a card
- Managing attachments in the Pop-up View of a card
Important Information
Any user with a Reader role will not be able to add attachment to a card but will be able to download any attachment from the card.
Managing Attachments in the Full View of a Card
To manage attachments in the full view of the card, perform the following tasks:
- Click the Main menu and select the Card Listing > All Cards option.
- Select the card to which you want to attach the file, and click the Edit icon on the Side toolbar. Alternatively, you can also double-click the card from the list, and in the full view, click the Edit icon on the side toolbar.
- Click the Attachment section. The attached files are displayed in a list.
- To attach files, click the Add button, browse the desired files and click Open. Alternatively, you can also drag and drop files to the attachment table.
Note: Whether you attach single or multiple files at a time, the total size of the attachment should not exceed 20 MB.
- To download all the attached files, click Download All
icon. The files will be downloaded in ZIP format. - To download the individual file, under the Action column, click the Download Attachment
icon for that file. - To delete the individual file, under the Action column, click the Delete Attachment
icon. - To view an image without downloading, clicking on the attached image file to display the image in the full view.
- To download an image, click the Download icon on the full view.
- To directly insert an image, place cursor into the description field, paste the copied image, and click the Save icon on the Side toolbar.
Managing Attachments in the Pop-up View of a Card
Tips: We have an exciting in-app Learning Enabler, called Challenges that would help you learn and add attachments to the card interactively. Please navigate to Help & Support > Challenges from the top menubar and try out the Challenges.
To manage attachments in the Pop-up view of the card, perform the following tasks:
- Open the Kanban Board and click the card to which you want to attach files and a card pop-up view is displayed.
- Go to the Attachments tab. The attached files are displayed in a list.
- To attach files, click the Add button, browse the desired files and click Open. Alternatively, you can also drag and drop files to the attachment table.
- To download all the attached files, click Download All icon. The files will be downloaded in ZIP format.
- To download the individual file, under the Action column, click the Download icon for that file.
- To delete the individual file, under the Action column, click the Delete icon.
- To view an image without downloading, clicking the attached image file to display the image in the full view. To download an image, click the Download icon on the full view.
- To directly insert an image, place cursor into the description field, paste the copied image, and click the Save button.