Attaching Files or Links to Tasks

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You can attach links or files of any size and type to each task, for example, pdf, powerpoint presentations, pictures, videos, etc. You can upload these files directly from your computer, or connect to your apps (e.g. Google Drive, Facebook, FTP, Amazon Cloud Drive, etc.). There is no limit to the number of file(s) that you can attach.

Steps:

  1. Go the Tasks tab in an object.
  2. Click the task that you want to attach a file or link to. 
  3. Click the Edit icon on the Edit Task details.

    edittask.gif
  4. Edit Task screen opens. Scroll down to the Files/Links section to attach files or links. 
    edittask2.gif
  5. Click Add in the required section to add a file or a link.
  6. Click Save.
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