Calendar & Cloud Storage: Using Cloud Storage to Upload Attachments

Attaching images or files to SmartTasks is made easier by integrations with cloud storage platforms Box, SharePoint/OneDrive, Dropbox, and Google Drive. This allows files to be seamlessly attached without the need to download them to a desktop and then upload them to Moovila.

1. Select the task that you wish to add a file to, then click the Attachments button.
   
   
   
   
   -OR-
   
   To add an attachment at the project level, click on the Attachments icon in upper navigation.
   
    
2. The Attachments window opens. Click on the "+" button at the bottom of the screen to add a new attachment.
   
    
3. The Select File Source window opens. Click the button for the cloud storage platform where the desired files reside. The first use of cloud storage platforms via Moovila will require authentication. Only cloud storage options that have been enabled at the enterprise level will be available for selection (in the example below Box is not enabled).
   
    
4. Click the Yes button to link the chosen cloud storage site to Moovila.
   
    
5. The cloud storage site that is being linked to Moovila will open in a new tab prompting a login to grant permission.
6. Follow steps to log into the chosen cloud storage site and allow Moovila to access files. The site will connect and the new tab will close.
7. Select the desired cloud storage provider from the updated list by clicking on it (specific instructions related to SharePoint/OneDrive can be found below). A file structure will open. Navigate through the folder tree by clicking the Open buttons to expand folders, then click on the Select button to link to the chosen file(s).
   
   
   For SharePoint/OneDrive attachments, click on the SharePoint/OneDrive button to open.
   1. Select the OneDrive folder to access your personal document back-up or the SharePoint folder to access your organization's collaboration platform. If accessing SharePoint, note that sites, sub-sites, and document libraries will all appear in the listing. When both subsites and document libraries are both available within a site, the subsites are listed first in alphanumeric order, then document libraries in alphanumeric order. 
   2. Continue to navigate through the tree structure to find the desired file(s) and click the Select button to add as an attachment.