Understand the folder association
A project created with folder creation enabled gets a folder structure inside your selected workspace. Open its Files tab to inspect the tree, or use Open in Finder. Double-click a file to open it with its default app; Control-click to reveal it in Finder.
Link supporting documents
In Files → Linked Files, choose Link Files and select documents, or drop them onto that panel. To attach them to a task, open Task Inspector → Attachments → Add Attachments. Files inside the project can use relative paths. For documents elsewhere, select them explicitly so macOS can grant separate bookmarked access. If a drag cannot grant access, use the file picker.
Preview without moving the file
Use a linked file’s Quick Look action to preview supported formats, or Open to use its default app. Reveal in Finder locates the original. Unlink removes the app’s reference only; it does not erase the source file. Keep a separate backup of the actual documents.
Recover a moved folder
Reconnect any external volume first. In Settings, choose the original workspace again if its permission is lost. Then open the project’s Files tab and Refresh. If needed, use Re-link Folder or Change Link to select the original project folder and grant access. It must contain the app’s matching project marker; an unrelated empty folder is not a replacement. If several marker matches are shown, choose deliberately.
Change the workspace carefully
Settings → Choose Folder… changes the root association but does not move existing files. Move or copy your documents deliberately in Finder and verify the new links before removing anything from the old location. The app never automatically merges different project folders with the same name.
Plan & organise
Project folders, file links and Quick Look
Documents stay in their original locations. The app manages folder associations and file references, not a cloud file repository.
These steps refer to controls inside the Mac app, not this website. Guide source: 1.0.0 (128).