How do I attach a document (or other file) to a task?

Documents and files can quickly and easily be attached to any task in Deltek Collaboration.  Select the Tasks tab from your Home page or the Space’s page.  Select the task you wish to assign a document or file to, and this will open the details pane.  Click the Files link at the top of the page or click the paperclip icon on the upper left corner of the details pane.  Click [+} and then choose what you wish to attach to the task – a file, link, Google doc, Dropbox file, or Box file.  (Note that if your Deltek Collaboration Business account has disallowed any of those external file sources, you will not see it as an option.)

If you choose “File”, a window will pop up for you to navigate to the location of the document, file, or other media you wish to attach.  Once you have selected the file, click the Open button.  The file will be uploaded and attached to the task.

If you choose “Link”, a popup will appear for you to type or paste the URL of the website into.

If you choose “Google Doc”, you then have the choice of creating a new Document, Spreadsheet, or Presentation, or Selecting an Existing Google Doc. 

  • If you choose to create a new document, spreadsheet, or presentation, you will see that file type appear with your task name.
  • If you choose to select an existing Google Doc, you will be able choose from the files within your Google Drive account.  You can select multiple files to add. When you have made your selection, click “Done Selecting Files.”  You may be asked to verify and/or authorize your Google account for Deltek Collaboration.  After that process, re-choose the paperclip icon > Google Doc > Select Existing. 

If you choose “Dropbox file,” a sign-in window will pop up, asking you to sign in your Dropbox account to authenticate a connection with Deltek Collaboration. Then you will be able to browse through your Dropbox files to share in Deltek Collaboration. You can choose one file to share at a time. Click “select” when you’re done. As long as you are signed in to Dropbox on your browser, you can access your Dropbox files from within Deltek Collaboration.

If you choose “Box File,” you will be prompted to complete a one-time authorization to allow Deltek Collaboration to access your Box account. You will then be asked to log in to your Box account. You must re-select the paperclip, then “Box File” following this process. A dialog box will open, allowing you to browse through your files. You can select multiple files to share at once. Click “Done Selecting Files” when you are done.

Note: This same process can be used to attach a file to a calendar event or conversation as well. 


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