Attaching files to a task

1. Click My CRM | Calendar.
2. Locate and open the task to which you want to attach files. For more information, see Viewing tasks.
3. In the top left corner of the task, click the Attachments tab.
4. Click Add File to locate and select the files you want to attach.
   To select multiple files, hold down Ctrl and click 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, your files will not be attached. For more information, contact your system administrator.

5. Click Save.