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Attach images, videos, and documents to actions

Learn how to attach images, videos, and documents to actions via the web app and the mobile app.

Why add images, videos, and documents to actions?

Adding images, videos, and documents to actions allows teams to provide specific details and additional contexts to their actions that texts alone may not capture. These attachments can act as evidence, support accurate record-keeping, and help track the progress of your team's actions.

Images, videos, and documents attached to actions via the web app

What you'll need

You can upload the following supported file types: GIF, JPEG (JPG), PNG, and WEBP files up to 10MB, MP4, and MOV files up to 1.5GB or 3 minutes long, and PDF files up to 20 MB.

Attach an image, video, or document to an action

  1. Log in to the web app.

  2. Select Actions iconActions from the menu on the left-hand side.

  3. Create an action or view an assigned action.

  4. Click image on the lower left-hand side or click Activity on the upper right of the page, and click image.

  5. Click image or drag and drop your file to the pop-up window.

  6. Select your image, video, or document accordingly and click Upload.

  1. Open the mobile app.

  2. Tap Actions iconActions at the bottom of your screen.

  3. Create an action or view an assigned action.

  4. Tap Activity at the top upper-right of your screen.

  5. Tap image at the lower left of your screen and select the following:

    • To take a photo: Tap Camera (media) iconTake photos and proceed accordingly. Tap Next at the lower-right of your screen and tap Next.

    • To upload an image: Tap Camera (media) iconTake photos and tap the images at the lower-left of your screen. Select you image and tap Add at the lower-right of your screen. Tap Next at lower-right of your screen and tap Next.

    • To take a video: Tap Video iconTake video (up to 3 mins) and proceed accordingly. Tap Next at lower-right of your screen and tap Next.

    • To upload a video: Tap Media iconInsert from video gallery, select your video, and tap Add.

    • To attach a document: Tap Add PDF files iconAdd PDF files and proceed accordingly. Attach a video to an action via the Android mobile app.

  1. Open the mobile app.

  2. Tap Actions iconActions at the bottom of your screen.

  3. Create an action or view an assigned action.

  4. Tap Activity at the top upper-right of your screen.

  5. Tap image at the lower left of your screen and select the following:

    • To take a photo: Tap Take photo and proceed accordingly. Tap Next at the upper-right of your screen and tap Done.

    • To upload an image: Tap Photo library, select your images, and tap Add at the upper-right of your screen.

    • To take a video: Tap Take video and proceed accordingly. Tap Upload video.

    • To upload a video: Tap Video library and select your video.

    • To attach a document: Tap Add files, select your documents, and tap Open at the upper-right of your screen.

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