Organize project files in document folders

Every project has a Docs section with a Document Folders tab where your team keeps files: charters, contracts, specs, screenshots, exports. Folders keep related files together, and most common file types open right in the browser without a download.

Create a folder and upload files

1. Open the project and go to Docs, then Document Folders.

2. Create a new folder. The New Document Folder dialog suggests starting points (for example “Project Charters”) or you can name your own.

3. Select Upload files, or simply drag files from your computer onto the folder. Each file can be up to 100 MB.

The automatic Project Documents folder

Each project gets a folder named Project Documents with an AUTO badge. You do not manage it directly: Onplana fills it for you. Files attached to tasks land here automatically, as do files uploaded while creating a task, project, or proposal. It is the one place to look when you remember “someone attached that file to a task somewhere.”

Tip

This also covers files attached by AI agents. When a connected agent attaches a deliverable to a task, the file shows up in Project Documents alongside everything else.

Preview files in the browser

Click a file to open its preview. What you see depends on the file type:

• PDF files display as-is.
• Word and PowerPoint files (including older formats, OpenDocument, and RTF) are converted and displayed as a PDF-style preview.
• Excel and other spreadsheets open in a tabbed viewer with one tab per sheet. Very large sheets show the first rows and columns with a note telling you to download for the full data.
• Images display directly.
• Text, Markdown, and CSV files render as text. Markdown documents are formatted, and can be edited in place.

Anything that cannot be previewed (or anything you want a local copy of) has a Download action.

FAQs

Is there a file size limit? Yes, 100 MB per uploaded file. For larger files, keep them in your cloud storage and attach them instead (see Attach files from cloud storage).

Who can see the files in a project? The project’s members. Files live inside the project, so someone who is not on the project cannot browse its folders.

I deleted a file by mistake. Can I get it back? Yes. Deleted workspace files go to the Recycle Bin, where they can be restored.

Can I link things that are not files? Yes. Use Link Onplana item in a folder to link a task, wiki page, or whiteboard from the same project, and see Link external boards and docs for Miro, Figma, Notion, and similar references.