You can leverage the Attachment functionality in SwiftKanban to attach documents (including text files, spreadsheets, image files) to cards, and use them for future reference. Attaching multiple files have also been made easy as you can drag-and-drop or multi-select files to attach them to a single card.

Moreover, you can also take a print screen and copy the same directly into the description field of a card.

You can manage attachments to a card in the following two ways:

Managing Attachments in the Full View of a Card

To manage attachments in the full view  of card, perform the following tasks:

  • Go to Board > Cards > All Cards (you could also select a particular card type), this displays a card list view.
  • Select the card to which you want to attach the file, and click the Edit icon on the Side toolbar. Alternatively, you can also double-click the card from the list, and in the full view, click the Edit icon on the Side toolbar.
  • Scroll down to the Attachment section and click to expand it. The attached files are displayed in the table.
  • To attach files, click the Add (+) icon, browse the desired files and click OK. Alternatively, you can also drag and drop files to the attachment table.
  • To download all the attached files, click Download All icon. The files will be downloaded in the ZIP format.
  • To download the individual file, under the Action column, click the Download icon for that file.
  • To delete the individual file, under the Action column, click the Delete icon.
  • To view an image without downloading, clicking on the attached image file to display the image in the full view.
  • To download an image, click the Download icon on the full view.
  • To directly insert an image, place cursor into the description field, paste the copied image, and click the Save icon on the Side toolbar.

Managing Attachments in the Pop-up View of a Card

Tips: We have an exciting in-app Learning Enabler, called Challenges that would help you learn and add attachments to the card interactively. Please navigate to Help & Support > Challenges from the top level menu and try out the Challenges.

To manage attachments in the Pop-up view of the card, perform the following tasks:

  • Go to Board > Kanban Board and click the card to which you want to attach files and a card pop-up view is displayed.
  • Go to the Attachments tab. The attached files are displayed in the table.
  • To attach files, click the Add (+) icon, browse the desired files and click OK. Alternatively, you can also drag and drop files to the attachment table.
  • To download all the attached files, click Download All icon. The files will be downloaded in the ZIP format.
  • To download the individual file, under the Action column, click the Download icon for that file.
  • To delete the individual file, under the Action column, click the Delete icon.
  • To view an image without downloading, clicking the attached image file to display the image in the full view. To download an image, click the download icon on the full view.
  • To directly insert an image, place cursor into the description field, paste the copied image, and click the Save icon on the Side toolbar.
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