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

Question

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?

Kristi Johnson · Accepted Answer

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