iManageProject does not have any limit on creating categories. You can create as many categories but, creating sub-categories or nested categories is not available. The suggested alternative is to use proper naming convention like “Accounts – Salary Sheet”.
You can upload multiple files at the same time.
i. After selecting the first file, click the “Attach Files” button again.
ii. You can also use the “Advance Uploader” to select multiple files at once. You need have Shockwave Flash Player installed for your browser.
You cannot directly attach a file to a To-do or Milestone. You can
i. Add comment on a To-Do or a Milestone and attach a file to the comment. To comment hover to the “To-Do” or the “Milestone”, click on the comment button
ii. You can also upload the file in the “Files” section and link to it inside the comment.
Private files cannot be viewed by your clients. They can be viewed by the members of your team and your contractors. This function helps you share sensitive data among your team and your contractors without clients being able to access them.
To make a file private:
i. Go to the “Files” Tab
ii. Click on the “Upload New File” button
iii. Click on the “Attach Files” button
iv. Add files you want. Click on the checkbox of “File Privacy”
Using the “Advanced Uploader” slows down the upload time. If you are using the Advanced Uploader, change to the “Basic Uploader”.
To switch to the Basic Uploader click on “Switch to the Basic Uploader” when you click the link to upload a file.