ℹ️ Available on Premium and Supreme.
Attach files and images wherever you write in Perdoo, so the context people need sits right next to the goal, update, or meeting it belongs to. For example, attach the slide deck behind an Objective, a screenshot to a progress update, or the agenda to a 1:1.
Attach a file
Click in a text field that supports attachments, for example Add comment... on a goal page.
Click Attach files (1) and select one or more files. You can also drag files into the text field or paste them.
Click Save (2).
You can attach files in these places:
Goal descriptions, comments, and replies. See Comments.
Progress updates. See Update progress.
Closing notes, when you close a goal. See Close, archive, and delete goals.
Meeting notes and agenda items. See Meetings.
User and Team Reviews. See Business Reviews.
Task descriptions. See Tasks overview.
Important
You can attach up to 5 files per item, for example per comment or progress update.
Each file can be up to 10 MB.
Supported file types: CSV, DOC, DOCX, GIF, JPEG, JPG, PDF, PNG, PPT, PPTX, TXT, WEBP, XLS, and XLSX.
Open or remove a file
Click a file to open it. Images, PDFs, and text files open in a preview. Other files open in a new tab.
To remove a file, edit the text it's attached to, remove the file, and click Save.
Good to know
Why can't I attach files?
Attachments are available on the Premium and Supreme plans, and during a trial. On the Free plan, you see the Attach files option, but you need to upgrade to use it. If you're on a paid plan, check that the file is no larger than 10 MB, that it's a supported file type, and that the item doesn't already have 5 files.
Need help?
Start a live chat with our Support team by clicking the question mark at the left or right bottom of your screen.