Uploading and Sharing Project Files in Britixo CRM?

Introduction:

File management is essential for collaboration and documentation in any project. Britixo allows you to upload files to projects, tasks, and discussions. You can choose to keep files internal or share them with the client by setting visibility options. Files are stored securely and organised per project.

Step-by-Step: Upload Files to a Project

1. Open a Project

• Navigate to Projects from the left sidebar
  
  

• Click the relevant project to open it
  
  

2. Go to the Files Tab

• Click on the Files tab within the project menu
  
  

3. Upload a File

• Click the Upload File button
  
  

• Select files from your device
  
  

• Optional: Add a description for each file
  
  

4. Choose Visibility (Optional)

• Tick the checkbox "Visible to customer" if you want the file to appear in the client's portal
  
  

• Leave it unticked to keep the file internal to staff only
  
  

5. Save and Upload

• Once files are selected, click Upload
  
  

• Files will be added to the project’s file list
  
  

Attaching Files to Specific Items

You can also upload or attach files when working with:

• Tasks: While creating/editing a task, scroll to the attachment section
  
  

• Milestones: Files cannot be uploaded directly, but milestone-related tasks can have attachments
  
  

• Project Discussions: Go to the Discussions tab → select a thread → attach files in a comment
  
  

All files remain centralised under the Files tab in the project and are also visible in their respective areas.

Managing Files

From the Files tab, you can:

• Preview or download documents
  
  

• Delete files (admin/staff permission required)
  
  

• Toggle visibility on/off after upload
  
  

• See who uploaded the file and upload date
  
  

Files in the Client Portal

If a file is marked Visible to customer:

• The client can access it via their portal under:
  
  

• Projects > [Project Name] > Files
  
  

• Clients can view or download the files, but not edit or delete them
  
  

Tips:

• Use clear naming for files (e.g. "Contract_Signed_V2.pdf")
  
  

• Keep internal files separate by not marking them visible to clients
  
  

• Use file descriptions for better organisation
  
  

• Re-upload updated versions instead of editing originals.