Getting Started with Manage It

Dropbox integration

If you already use Dropbox to manage your files, Manage It makes it easy for you to manage your Dropbox files on any device. A few of the things you can do in Manage It include:

  • Attach Dropbox files to tasks.
  • Attach Dropbox files to a project.
  • Attach Dropbox files to a comment.
  • Assign Dropbox tasks to other people in your project.
  • Quickly search for and find your files.
  • Works on Android, iPhone, iPad, Windows Phone, BlackBerry Phone, BlackBerry PlayBook, ChromeBooks, and in your web browser.

Adding a Dropbox file to a task

To attach an Dropbox file, click the paper clip icon on a task, then click Dropbox:

Next browse to and choose the file that you would like to attach to the task:

Adding a Dropbox file to a project

To add an Dropbox file to a project, click the files tab, click "add file or photo", then click Dropbox:

Next browse to and choose the note that you would like to attach to the project:

Viewing a Dropbox file

To view the file, click the paper clip icon and click on the file you would like to view:

Assigning a Dropbox file

To assign a Dropbox file to someone in your project, click the person icon on the task then check the person you would like to assign it to:

Adding a file to a comment

You can also add a file into a conversation. A few examples of where this would be helpful is if you would like to get someone's feedback on a file or you would like to upload a screen shot or photo to help explain something better. To add an attachment into the conversation, first open the comments for a task, click the paperclip icon at the bottom of the dialog, then select the type of file you would like to add.

Searching for files

To search for a file that is in your project, click on the Files tab, then start typing in the "Find Files" field:

Dropbox and Manage It work great together, if you have any suggestions on how we can make it even better let us know.

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