Adding attachments to operation cards

Learn how to upload attachments to Projects, Actions, OKRs, Checklists and Metrics cards

Card attachments are files uploaded to Projects, Actions, OKRs, Checklists and Metrics cards. Attach files to your cards to keep your relevant documents in one place.


What attachments can be uploaded?

Attachments sources:

  • Your Computer

  • Google Drive

  • Dropbox

  • OneDrive

  • Any Link

๐Ÿ“Œ Note: Attachments from your computer create an actual copy within Holaspirit. Attachments from Google Drive, Dropbox, and OneDrive simply link back to the document in its respective location.

Attachments limitations:

There is a 200 MB file upload limit per attachment, which only applies to files uploaded from your computer. It does not apply to files attached from Google Drive, Dropbox, or OneDrive.


Adding attachments to cards

Circle members to which the operation card has been assigned can add several attachments to it.

To add an attachment:

  • Click Attachment on the right side of the card

  • Upload an attachment from chosen source

๐Ÿ“Œ Note: The name of the attachment can be edited by clicking on it.


Deleting attachments from cards

To delete an attachment:

  • Click on the trash icon that appears when you move your pointer over the attachment you want to delete

  • Click on Delete to confirm

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