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Manage Task Attachments

When uploading files to task items, the files will be added to the record "Files" tab. Select the destination folder for the file. 

💡Things to Consider

Users with Edit Access to Tasks are able to create new folders in the Files folder structure. 

 

⚙️Steps

  1. From within a task, select "Upload Attachment"upload task attachments
  2. Select "Choose File" to open the device's file browser.
  3. Select the file to add it as an attachment.
  4. Select the destination folder or create a new folder using the + icon when you hover over a folder title. upload task attachment - uploader
  5. Select Upload.