Whether you're managing a family project or collaborating with teammates, details matter. Notes, checklists, and file attachments ensure that everyone knows what’s going on - no extra messages needed. You can break down complex work into smaller steps, assign responsibilities, and attach files that support your tasks, all from one place.
✅ Who Can Use This Feature?
Available on: Web, Desktop, Android, iOS
Each task can include multiple notes, checklists, and attachments. The total storage limit for attachments per task is 100MB.
🗒️ How to Add Notes
Notes are a great way to provide background, clarify details, or leave helpful instructions within any task.
💡 Notes are plain-text only and can be edited at any time.
💻 On Web/Desktop
Open the task from your board.
Type directly into the “Add notes…” section.
Your changes will save automatically.
📱 On Android/iOS
Open a board task.
Scroll to the notes area and type your text.
Tap Done when finished.
✅ How to Create and Use Checklists
Checklists help you break down tasks into smaller to-dos. You can add multiple checklists, assign items to others, and even set individual due dates.
💻 On Web/Desktop
Open a board task.
Click the blue + button → Checklist.
Name your checklist and begin adding items.
Drag and drop items to reorder.
Use the 3-dot menu next to each item to assign or set a due date.
📱 On Android/iOS
Tap “Tap to add checklist” inside a task.
Enter a name and tap save.
Use “Add new item” to continue building the list.
Tap any checklist item to assign or schedule.
👤 How to Assign and Set Due Dates for Checklist Items
Tap or click the 3-dot icon next to any checklist item.
Select Assign member or Set due date.
Your changes will appear right next to the item.
📎 How to Attach Files
You can add images, audio, or documents to give your tasks more depth.
💡 HEIC files are supported. Gallery preview is only available on Web.
💻 On Web/Desktop
Open the task.
Click the blue + icon → Attachment.
Upload a file or drag-and-drop it into the task.
Click on files to preview them.
Use the trash icon to remove.
📱 On Android/iOS
Tap “Tap to add attachment” inside the task.
Select a file from your device.
Tap the top-right save icon.
Tap files to preview, or remove them with X.
☁️ Using Third-Party Attachments (Workspace Only)
If you’re on a Workspace plan, you can attach files from cloud services like Google Drive, Dropbox, OneDrive, or Box.
💡 Third-party files can only be added via Web but are visible on all platforms.
💻 On Web/Desktop
Open a task.
Click the blue + → choose your file service.
Log in and pick your file.
Files will display with the service logo next to them.
🙋 FAQs
📎 Can I attach files from Google Drive or Dropbox?
📎 Can I attach files from Google Drive or Dropbox?
Yes—but only on the Workspace plan, and only from the Web app.
📄 Can I attach files to personal tasks too?
📄 Can I attach files to personal tasks too?
Yes, but functionality may differ. See Personal Tasks Guide.
🔢 Is there a limit to how many notes or checklists I can add?
🔢 Is there a limit to how many notes or checklists I can add?
There’s no limit! You can add as many as needed. File size is limited to 100MB per task.
📱 Can I view third-party files on mobile?
📱 Can I view third-party files on mobile?
Yes. While you can only attach them on Web, all devices can view them.
👥 Can checklist items be assigned to different people?
👥 Can checklist items be assigned to different people?
Yes. Use the 3-dot menu beside each item to assign it to someone.
🎛️ Can I reorder checklist items?
🎛️ Can I reorder checklist items?
Absolutely—just drag and drop the items in your preferred order (Web only).