Entity Attachments

Attach files directly to tasks, projects, leads, invoices, and other entities in Tickmark.

Supported Entities

You can attach files to:

• Tasks — Design files, specifications, references
• Projects — Contracts, proposals, deliverables
• Leads — Documents, communications, proposals
• Invoices — Supporting documents, receipts

How to Attach Files

1. Open the entity detail page (e.g., a task)
2. Navigate to the Attachments section
3. Click “Attach File” or drag-and-drop
4. The file is uploaded and linked to the entity

Viewing Attachments

• Attachments appear in the entity’s detail view
• Click to preview or download
• Remove attachments without deleting the underlying file

Centralized View

All attachments are also visible in the File Management browser, organized by entity type — making it easy to find all files related to a specific project or client.