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Attach files to a Planner item, download them and delete them. Company users and MSP staff can download. Uploading and deleting are for MSP staff.

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Before you start

  • Downloading needs Planner read access to the item.
  • Uploading needs Write Planner or Manage Planner.
  • Deleting an uploaded file needs Manage Planner. Staff with only Write Planner can see a delete button, but the delete is refused.
  • Files belong to a saved item. A new, unsaved item and a Planner template have no Uploads section.

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Download a file

1

Open the item

Click the item’s title in List View or on the timeline.
2

Expand Uploads

Click Uploads in the right column. The number beside it is the file count. When files exist, the paperclip beside the title jumps to this section.
3

Click Download

Click Download beside the file name, then open the file from your browser’s downloads.
Planner Uploads section showing a demo handover text file with Download and Delete controls.

Example with a demo handover file. Read-only users see Download but not the upload area or Delete.

The list shows file names only. There is no inline preview. Planner Analytics exports and provider documents are separate from these files.

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Upload files

1

Save the item first

For a new item, click Save, then reopen it.
2

Expand Uploads

Click Uploads in the right column.
3

Add files

Click Click to upload, or drag files into the box. You can add several files. The box says Any file format (max. 10MB).
4

Wait for each file

Each file shows under Uploaded files when it finishes. If one fails, read its message and click Try again.
5

Confirm

Close and reopen the item. Check that the file is still listed, and download it if you need to confirm its contents.
Uploading starts the moment you choose or drop files. It does not wait for the item’s Save button. Closing the item and choosing Discard for other edits does not remove an upload that already finished. A progress percentage does not confirm the file is attached. Check the file name under Uploaded files. Removing a failed row from the progress list does not cancel a transfer that is still running. Wait for it to finish, then delete an unwanted file from the saved list.

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Delete an uploaded file

1

Open the saved item

Expand Uploads.
2

Check the file name

Make sure it is the file you want to remove.
3

Click Delete

Click the Delete button beside that file. It runs at once, with no confirmation and no Save step.
4

Confirm

Wait for the row to disappear, then reopen the item to check.
Discard does not bring back a deleted file. If you still have the original, upload it again. Deleting a file does not delete the Planner item or its relationships.

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Troubleshooting

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Frequently asked questions

Open the saved item, expand Uploads and click Download beside the file name.
No. Download the file and open it in an app.
Save the item first, then reopen it.
No. It starts as soon as you choose the files.
No. Uploads and deletions are separate from the form’s Save and Discard.
Yes. Check each file’s result.
The upload box says Any file format (max. 10MB).
Manage Planner.
No. Only the attachment is removed.