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Files & DocumentsOverview

File Management

Store, organize, and share files within your workspace. Attach files to tasks, projects, and leads — or manage them independently in your file browser.

🎬File Management — Full Overview VideoComing soon

Features

FeatureDescription
Upload & OrganizeUpload, create folders, rename, move, and search
SharingShare files with team members
External LinksGenerate shareable links with security controls
Entity AttachmentsAttach files to tasks, projects, leads, and more
Trash & RecoveryRecover accidentally deleted files

File Browser

The file browser provides two main areas:

  • My Files — Your personal files
  • Workspace Files — Shared team files organized by folders

Tickmark stores files securely and provides external sharing links with password protection, expiry dates, and download limits.

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