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  1. Projects - Ability to attach Files to a Project

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    36 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here. 


    To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i

    Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference. 

    Understand this isn't the ideal solution, but may help some for now 🙂

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    Geoff Budge commented  · 

    This enhancement to our project management system would be perfect and significantly increase efficiency and organization. The ability to attach documents, drawings, photos, plans, notes, and other relevant files directly to a specific project would be incredibly beneficial.

    Having a central place to store all project documentation not only makes sense but would streamline our workflow and ensure all team members have easy access to necessary materials.

    Geoff Budge supported this idea  ·