Create a task with attachments

This method is available only in the Tasks view of My CRM and Team CRM calendars. It allows you to quickly create a new task with one or several attached files. While creating your task, you can configure all possible task settings.

This method doesn't add files to the Documents tab of the related entity record. To add files to the Documents tab of the related entity record, follow the steps in Attaching files to a task.
  1. In the calendar, click the Tasks view.
  2. Drag and drop the files you want to attach to the Drop files here area.
    Alternatively, click the Drop files here area to browse for and select the files.

    Make sure to observe the following parameters set by your system administrator:

    • Maximum file size
    • Allowed file types
    • Maximum number of files you can attach

    If you violate any of these parameters, you files will not be attached. For more information, contact your system administrator.

  3. Configure the task fields. For more information, see Task fields.
  4. Click Save.

For more information on working with attachments, see Managing attached files.