Overview
Taskade makes it quick and easy to upload your Dropbox files. You'll need to connect your Dropbox account to use this feature (don't worry, you'll only need to do that once).
TL;DR: Connect your Dropbox account once, then pull files straight into Taskade projects, tasks, project chat, and comments. Files uploaded to a project also land in the media manager, so they can power your AI agents as knowledge sources.
Here is where you can drop Dropbox files, and how to open each surface:
| Upload surface | How to open it | Best for |
|---|---|---|
| Project or task | Add-ons menu (plus icon or /dropbox), then Upload File |
Attaching reference files to your work |
| Project chat | Cloud icon at the bottom of the chat box | Sharing a file in a live discussion |
| Comment | Add-ons menu, then Comment, then Upload File | Adding a file to one task's thread |
📝 Note: Be sure to check our Box, Google Drive, and OneDrive integrations.
Upload Files to a Project or Task
- Open a Project.
- Open the Add-ons menu (click the plus icon or use /dropbox).
- Hover over Upload File.
- Choose Dropbox from the dropdown menu.
- Select the files you want to upload.
- Click Select.
- Confirm which files you want to upload and press Upload.
Upload Files to a Project Chat
- Open a Project.
- Click the Cloud Icon
at the bottom of the chat box. - Choose Dropbox.
- Select the files you want to upload.
- Click Select.
- Confirm which files you want to upload and press Upload.
Upload Files to a Comment
- Open a Project.
- Open the Add-ons menu (click the plus icon or use /comment).
- Choose Comment.
- Click on Upload File.
- Choose Dropbox from the popup menu.
- Select the files you want to upload.
- Click Select.
- Confirm which files you want to upload and press Upload.
Connect Your Dropbox Account
- Follow any of the file upload methods above.
- You'll see a sign-in window once you select Dropbox from the prompt window.
- Log into your Dropbox account.
- Grant access to your Dropbox.
Media Administrator
Files you upload to a project will also be available in the media manager. If you upload a file as a comment or to a project chat, those files will not appear in the media manager.
💡 Note: Visit our Media Files guide to learn more.
Learn more about automation workflows in Automations: The Execution Pillar.
Use this integration as an AI agent tool. See Tools for AI Agents.
💡 Tip: Files from cloud integrations can be used as knowledge sources for your AI agents.
Related guides
- Google Drive · Box · OneDrive. Other storage integrations
- Drive Upload. Universal upload helper
- Media Files · Agent Knowledge. Files become agent knowledge