Question

Is there a way to add attachments to tasks?

  • 23 August 2021
  • 1 reply
  • 13 views

Hello,

 

We work with a lot of files. To help eliminate going back through several emails per client, we are wondering if there is a way to add attachments/files to tasks? 


1 reply

Userlevel 5
Badge +4

Hi @Planthropy, we don’t currently have a way to attached files directly onto a task. If you are using Projects, you can attach a file to the entire project. But that applies to an entire project, not an individual task.

As a workaround, if you are using something like Dropbox or Google Drive, you could create a custom field on Tasks for the folder/file URL. This would give you a place to store a link to the relevant file/folder.

If the above solution doesn’t work for your team, I recommend posting this as an Idea so that the product team can take a look.

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