Documents, Comments, and Activity

Every project has three collaboration tabs -- Documents, Comments, and Activity -- that keep files, discussion, and history together with the work.

Documents

The Documents tab lists files attached to the project. Upload contracts, drawings, permits, and photos here, and they stay linked to the project. Each file can be previewed, downloaded, or removed.

Note

Role required: Company Admin, Manager, or Member to upload. Company Admin or Manager to delete. Field Crew and Viewer can view and download files but cannot upload or delete them.

Files attached here also appear in the app-wide Documents library, where you can browse files across every project, bid, and contact.

Comments

The Comments tab is a threaded discussion for the project. Post an update, reply to a colleague, and mention a teammate to notify them.

Note

Role required: Company Admin, Manager, or Member to comment. Field Crew and Viewer can read comments but cannot post.

Activity

The Activity tab is a read-only history of everything that has happened on the project -- status changes, edits, new tasks, uploaded files, and more. Use it to see who did what and when. All roles can view the activity feed.

What's next

• Projects overview -- the full project tab set.
• Documents library -- files across the whole workspace.