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