Accessing and Managing Files in Plannerly

This guide walks you through how to log in, find your projects, understand access permissions, and manage documents using File Manager and task attachments.

Steps

1. Log into the app

Click the login button (top right) and log into Plannerly.

Plannerly login button and entry to the app

Screenshot - login to Plannerly

2. View accounts and projects

After logging in, you will see your accounts on the left and the projects within each account.

Accounts and projects list in Plannerly

Screenshot - accounts and projects navigation

3. Access File Manager

Open File Manager (on the left) to view all files uploaded within the project.

Use the three dots (actions menu) to download.

Screenshot - Find File Manager on the left in your project

4. Open to view and download documents

Click a document to view it. Use the three dots (actions menu) to download.

Document view with download menu (three dots)

Screenshot - view and download from the actions menu

5. Manage tasks and attachments (in Scope)

Open tasks in the project scope to view attached files and document requirements.

Scope task view showing attachments or required documents

Screenshot - tasks can contain (and request) the files you need

6. Open folders to see the relevant tasks

The screenshot shows the Scope module and how you can have document requirements for different scope tasks.

Scope view showing document requirements tied to tasks

Screenshot - document requirements linked to scope tasks

7. Upload required documents

Each task can have placeholders to upload documents and also download existing documents from those placeholders.

Upload area for required documents (drag and drop) with placeholders

Screenshot - upload/download via task placeholders