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Upload your reference files to a project once and they become persistent context for every task inside it. Company overview, financial model, brand guidelines, research data - whatever your work depends on, it’s available from the first message in every task.
Project files vs task files: Files uploaded directly inside a task are disposable - they exist only for that conversation. Files uploaded at the project level are persistent - they’re available to every task in the project, automatically, without being re-uploaded or re-explained.

What to upload

Upload anything that provides lasting context for your work on this initiative. The best project files are things you’d otherwise paste or re-explain in every task.
File typeExamples
Company contextCompany deck, one-pager, mission/strategy doc
Financial dataP&L, financial model, cap table (.xlsx, .csv)
ResearchMarket reports, competitor teardowns, user interviews (.pdf)
Brand assetsBrand guidelines, logo usage, design system
Product specsPRD, feature specs, user stories (.pdf, .md)
Reference dataPricing data, industry benchmarks, customer data exports
You don’t need to upload everything upfront. Start with the files you’d reach for most often, and add more as the project evolves.

Upload files to a project

1

Open your project

Click Projects in the sidebar, then click your project.
Sidebar with Projects highlighted and a project card visible.Sidebar with Projects highlighted and a project card visible.
2

Open the Context tab

Inside your project, click the Context tab on the right panel. You’ll see connectors for My Device, Google Drive, and Notion.
Project page showing the Context tab with My Device, Google Drive, and Notion options.Project page showing the Context tab with My Device, Google Drive, and Notion options.
3

Click My Device

Click My Device to open a file picker. Select the files you want to upload — you can select multiple at once.
Context panel with My Device highlighted.Context panel with My Device highlighted.
4

Confirm upload

Uploaded files appear in the Files section of the Context tab. They are immediately available to every task in the project.
Context panel showing an uploaded PDF in the Files section.Context panel showing an uploaded PDF in the Files section.
Success check: Uploaded files appear in the Files section of the Context tab and can be referenced from any task in the project.

Supported file types

Rocket natively understands five file formats. These aren’t treated as plain text dumps - each format is parsed for its structure, relationships, and meaning.
File typeWhat Rocket understands
PDF (.pdf)Full text extraction, document structure, headings, tables, images, and page layout
Excel (.xlsx)Multi-sheet workbooks, formulas, cross-sheet dependencies, charts, merged cells, and comments
CSV (.csv)Column structure, data types, and row relationships
Markdown (.md)Headings, sections, code blocks, tables, and links
Images (.png, .jpg, .jpeg, .webp, .gif, .svg)Visual content, embedded text, diagrams, and UI layouts
Word documents (.doc, .docx) and rich text files (.rtf) are also supported. Google Drive files and Notion pages can be connected as live sources via connected services.

File limits

Projects support up to 5 context sources at a time. This limit counts across all source types - uploaded files, Google Drive links, and Notion pages combined. If you need to add a new source, remove an existing one first.

How tasks use shared files

Every task in the project can draw on the shared files automatically - you don’t need to re-upload or re-reference them. For the most precise results, mention the file by name in your prompt: “Using the brand guidelines PDF, build a landing page that matches our visual identity.”

Organize files

As your project grows, keeping files organized helps both you and Rocket find what’s needed.
Name files clearly: brand-guidelines-v2.pdf is better than document.pdf. Descriptive names help Rocket match files to task context and make it easier for collaborators to find what they need.
If a file has been superseded, remove the old version to avoid confusion. Rocket may reference outdated files if they’re still present in the project.
Add foundational files - brand guides, product specs, research data - when you first create the project. This ensures every task from the start has access to the right context.
Upload files that are relevant to the project’s scope. A project about “Q3 Product Launch” doesn’t need your company’s full employee handbook - just the product brief and brand assets.

Delete shared files

To remove a file from a project:
  1. Open the Context tab in the project’s right panel.
  2. Hover over the file you want to remove.
  3. Click the X button that appears on the file.
Deleting a shared file removes it from the project permanently. Tasks that previously referenced the file won’t lose their existing outputs, but future tasks won’t have access to that file’s content.

What’s next?

Connect services

Link Notion and Google Drive for live external context.

Context flow

See how files and task outputs create shared context across your project.

Projects overview

Start a new project and upload your first files.

Build from an attachment

Use uploaded files as a starting point for a Build task.