Main pageYour dashboardMeetings → Working with Files Main pageYour dashboardDoing tasks → Working with Files

<aside> <img src="/icons/cursor-click_gray.svg" alt="/icons/cursor-click_gray.svg" width="40px" /> Quick links

Main page

Your dashboard

Everything about tasks

Clients and Suppliers

All about people

Project Management

Your company home page

Managing with teams

SOPs & Policy

Creating tutorials

Sales Management

</aside>

<aside> <img src="/icons/book-closed_gray.svg" alt="/icons/book-closed_gray.svg" width="40px" /> What’s on this page

</aside>


About files

Managing information effectively is one of the foundations for success. Information should be easy to store correctly, easy to link or share, easy to find when it is required, and dependably be the single source of truth. Most file storage solutions don’t make all of this easy, and often make it hard to tag files with information. File storage structures are also typically folder based. So if you have a photo of Christmas at the beach, you have to decide if it goes in the “Christmas” folder, or the “Beach” folder.

Files in your Notion Setup are managed with tags and relationships. You can tag a photo as both “Christmas” and “Beach” then see it in both. Files in Notion can be either embedded in Notion, or linked to your own cloud storage. There are many advantages to linking to cloud storage including managing access, sharing externally, and using the one Notion page for the File, but always linking to the correct version in cloud storage.

Adding a file

<aside> 💡 Because it is important to have a single source of truth, always try and find a file before creating it.

</aside>

Once you find the file you’re after, copy the link to it and add it to the page where it is required.

  1. If it is showing in a table, you can click the six-dot-handle and select “Copy link”. Otherwise if you’re in the file file page, go to the top right of the page and click on the … ellipsis to select “Copy link”

Copy link from a row

Copy link from a row

Copy link from a page

Copy link from a page

  1. Go to the page that you want to see the file in and find the “Files” property. You might need to open extra properties to see it.

    More properties.png

  2. If the Files property is empty you can click in it. Otherwise, to add another file, click on the “+” to the right of any existing file.

  3. Paste the URL of the Notion file page that you copied where you’d search for the file name. This will refine it to just the file you’re after.

    Link to an existing file.png

  4. Click on the the “+” sign to its right of the page that appears

Sharing a file with another task, project or other page

Often the file created in one task will be used as a resource in the next task. Or a purchase order for a business also needs to be attached to the project. While in that file, it is easy to attach it to something else. Once you do this, it will appear in the Files views on that page as well.

  1. Find the Task or other page you want to attach it to.
    1. For Tasks, the easiest way is to show more properties and find the property “Next task”. Go to that page and copy its link.
  2. In the file page, show more properties and look for the property you’re after. It will have a diagonal arrow as its icon.
  3. If that property is empty, you can click on it. Otherwise, to add it, click on the “+” to the right of whatever exists there