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Files

File Management for An organized workspace.

Included
in Core Plan

Stop searching for files. Find them where they belong.

The Files app ends the endless clicking through deep folder structures. Whether you store something for the whole team in the shared workspace or in your personal area: TeamGrid automatically structures everything according to your CRM contacts, projects, and tasks.

Workspace and Personal — clearly separated.

Everything that moves the team forward goes into the shared workspace. What is meant only for your eyes stays secure in your personal area. You simply decide this during the upload. And if you later move a file from personal to shared? TeamGrid doesn't duplicate anything; it just shifts the assignment. That saves space and prevents chaos.

Folders build themselves.

You never have to create a folder manually again. TeamGrid adopts the structure of your CRM and your projects. If you upload a document while in a customer's profile, it is automatically linked to that customer. The same goes for projects and tasks. Everything is instantly filed in the right context.

This clever linking also makes searching extremely precise. TeamGrid instantly shows you whether a file belongs to a specific project or task. And from any other app, you are just one click away from the exact files you need.

Visual like on a Mac.

The grid view feels just like what you're used to from your operating system. Zoom in smoothly to see detailed previews of images and the first page of your PDFs — or zoom out to oversee as many files as possible at once. If you need more data, the list view shows all important details at a glance.

Previews that think ahead.

Open images, PDFs, or videos directly in TeamGrid without having to download them. In the handy sidebar, you immediately see all connections: click on the project name and the project opens. Simply navigate through the folder using the arrow keys while the preview stays open.

Full control over your storage.

So you always know what's taking up space, TeamGrid breaks down your storage usage live by categories. Every action is logged, and thanks to fine-grained permissions, you always retain full control. That's how a files app works that truly understands the system.