heycollab

heycollab

Work. In harmony.

A new project management tool for teams

Docly

Working with Your Files

Estimated reading: 2 minutes 127 views

Working with Your Files

Get a quick overview of your Files and Folders in the About Sidebar by clicking the “Files” button.
Remember to click the small blue ? icon to get a help video reviewing this specific Files area.
Use this visibility into your Files to make workflow easier, instead of changing your entire Workspace window, you can view your messages or tasks and have your Files sidebar open.
Upload hundreds of files at once by clicking the “Add Files” button.
Organize them into folders if desired by clicking “New Folder”.
When you hover over a Folder, click the … icon to upload files directly into the folder or rename the folder.
Click “Add to Message” to immediately attach the Folder to a message to share with others.

When you hover over a file important data will appear below the name.
File size and upload date will be revealed.
To the right of the name you can click the bookmark icon to add the file to your Saved Items.
Click the … icon to the right of the file name to Share, Move, or Copy the file.
You can Share the file and it will attach it to a Message or just Copy the Link.
To Move the file you would need to first select the Workspace and then the Root Directory or a Folder you want the file to be stored in.
Select Copy to duplicate the file and choose where you want it to be stored in the same way.

Click “Add a Comment” to open the file and type your Comment in the right hand column.
A visual marker will be added to the area related to your remarks.
Use Comments together with Replacing an Image to keep track of updated changes.
When a file has been changed and updated according to the Comment, choose Replace an Image and any completed Comments will remain with the new file!

If needed you can always click the … icon and select Delete to remove a file or folder.

Leave a Comment

Deleting your account

Once you delete an account, please note that this cannot be undone. Upon the del...

Reset Password

To reset password follow these instructions: Sign In to your team here Click the...

Setup & Administration

Learn how to set up heycollab. From signing up, to setting up your team, resetti...

Import tasks and messages from other platforms

Heycollab plays nice with other platforms. If you wish to import your tasks or m...

Custom fields

Custom fields expand the functionality of your tasks by allowing you to add new ...

Video calling

Heycollab allows you and your team to stay connected with team video calling via...

Formatting text in messages

Heycollab allows you to change the text style across messages, task comments and...

Manage Members

Managing Team Members Each Workspace can assign specific team members with acces...

Manage Roles and Permissions of Users

Managing Permissions and Roles of Users Every Workspace has an Administrator ass...

Create a task from a Message

Create a Task from a Message You are able to create a Task quickly right from yo...

Using an outside email to send a Message

Outside Email to Send a Message Collaboration and Communication are essential to...

Using Task Board Templates

Using Task Board Templates You can save a task-board as a template and you can s...

Chat Icon Close Icon