Is there a way to add an attachment to a task?

We are new to Sugar and are starting to use tasks. The tasks often relate to an Excel or PDF attachment. Is there a way to add attachments to a task.

Or is anyone doing another workflow to accomplish this?

0 André Lopes over 7 years ago

Hi Kristi Johnson
Tasks module has the subpanel Notes, which is useful to registrer a single Note, an attachement or both.
So you may want to play on Notes to upload files regarding that Task.
If you really want to upload a file directly into a Task, which doesn't make sense in my opinion, then you will need to do some coding.

André Lopes
Lampada Global

Skype: andre.lampada
0 Kristi Johnson over 7 years ago in reply to André Lopes

Thanks Andre! Adding an attachment to a note works.
Thanks,
Kristi Johnson?