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?

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  • 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
Reply
  • 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
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