Files (in Planners)

See all files used in your Planner, add more, and let others reuse them.

This section shows all files added to the current Planner (like attachments or Page elements). You can also upload files here that all Planner members can later reuse.

Upload files to a Planner
  1. Press the [+] button at the top of the section.

  2. Choose [Google Drive] or [Your device], depending on the file source.

  3. Mark the files you want to upload and confirm your selection.

  4. You can now see the uploaded files in this section. You can reuse them across the Planner.

When viewing files, you can try the [Sort by] option to arrange them in a specific way or use [Filter by type] to show only images, documents, or archived items.

To manage your files, press the [Meatballs] icon next to a file and choose one of the available actions. The most common options here are:

  • [File details],

  • [Download],

  • [Rename],

  • and [Delete].

As for collaborative options, you can use:

  • [View references] to get a list of all the Pages and Work Items that reuse this file,

  • or you can also [Share] files from your Planners with others. For more details, see Share files

Files in Timebook can also be captioned and .

Hover over a file icon to see the [Tag...] and [Caption...] options.

You can save a custom view of your files (that applies your preferred filters and sorting) for future use. This works exactly like views in Lists. For more details, see Filters


Related articles:

Share files Files tab (in Teams) Tag concept


Last updated