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Using the file manager on Jira Cloud

Using the file manager on Jira Cloud

You can browse the folders shared with a Jira project, preview files, edit documents, and more on the file manager. 

About the file manager

The file manager is easily accessible from the sidebar, and it's the cornerstone for all that you can do with the Team Files app. When you attach files and folders to your issues, you'll also be using the file manager, and it works the same way.

On this page, you'll find everything about using the Team Files app. From what you can do with your files and folders to managing connected folders. Let's start with the latter since you always need at least one connected folder to use the app.

Managing connected folders

 

 

When you open the Team Files app, the first thing you'll see is a list of the connected folders that you can browse and use to collaborate with your team.

 

Team Files app home screen:

List of the connected folders to the current Jira project.

  1. Refresh folders list button

  2. Connect folder button

  3. Sort connected folders button

  4. Folder tag button

  5. Folder permissions button

  6. Context menu button

  7. Disconnect folder option

  8. Open in original storage option

Refresh folders list

Use the "Refresh folders list" button to update the connected folders list to access folders your team shared with the latest permissions.

Connect additional folders

In the Getting started on Jira Cloud page, we covered how to connect your first folder. The empty screen makes it easy to see how to do it, but you can connect as many folders as you need.

Instructions:

  1. Click the "Connect folder" button.

  2. Select the storage place where the folder is or connect a new one if you need it.

  3. Navigate to where the folder you want to share with your team is.

  4. Select the folders you want to connect by clicking the checkboxes.

  5. Optional: click the "Permissions" tab to set advanced options. By default, any folder you connect will be visible and editable by your team. For more information, check the permissions page.

  6. Click the "Connect" button.

We recommend connecting a folder where you and your team already store your documents, but you can also start with a new one by clicking the "New folder" button.

SharePoint tip: If you can’t see the site where your folder is, you can use the “Find site” button and enter your SharePoint address. More info

All done. You can now use your new folder or add more using the same process. 

 

Sort connected folders

The connected folders are ordered alphabetically by default.

You can change this by clicking the "Sort by name" button and selecting a sort of option and the order you prefer. You can sort them by name or added date. The button will always reflect your selection.

 

Folder tag

You can add a tag to your connected folders to help you keep them organized and easy to access.

Only the person who connected the folder can add and edit the tag.

Adding a tag

To add a tag:

  1. Click the tag button.

  2. Enter a name.

  3. Pick a color.

  4. Click Save.

All done.

Editing a tag

To edit the tag, simply click the tag button again. You can change the description and color. Click Save when you’re done.

Removing a tag

To completely remove a tag:

  1. Click the tag button.

  2. Click the Remove tag button.

  3. Confirm the removal.

All done.

This action is undoable, but you can add a tag again at any moment.

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