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Adding attachments to tasks
- Find and open an existing task, or create a new task.
- Click Add Attachment. If you're creating a new task and have not yet saved it, you are prompted to do so.
- From the Attachments tab, click Add File. You can also drag and drop the attachment(s) to the Drop files here... area (not available on Internet Explorer).
- In IE, click Browse to navigate to the file.
- In other browsers, select the file(s) you want to add. A list of the file(s) you have attempted to upload is displayed. The green check mark and red cross icons indicate whether the files uploaded or not. To upload successfully, the files must comply with the system file size, type, and number of files settings. These are defined by your System Administrator.
- Click Save. You can use Add File to attach more files to the task.
To view a file you've already attached, click the paperclip icon next to the attachment, or drill into the attachment and click View Attachment. All files attached to a task in the context of an entity (Company, Person, Opportunity etc) are also saved as entries in the Documents tab of that entity.
See Also:
Creating a task
Tracking documents on the Documents tab
Drop Files Here area
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