Attachments tab

Use this tab to view, add, and remove task attachments. This tab is available only when you edit a saved task.

Field

Description

Add File

Click this button to browse for a file and attach it to the task.

Drop files here to attach them

Drag and drop your files to this area to attach them to the task.

This area is available in some browsers only.

Owner

Allows you to filter the attached files by a particular owner. Select the owner whose files you want to view from the list, and then click Filter.

If the owner is not listed, use the search box to look for the owner and add him or her to the list.

After you click the name of an attached file in the list, the Attachments tab displays the following panels:

Panel

Description

For

Provides information about any records to which the attached file is linked.

  • Company. Shows the Company record to which the file is linked.
  • Person. Shows the Person record to which the file is linked.
  • Regarding. Shows the Opportunity, Case, Order, or Quote record to which the file is linked.

Details

This panel has the following elements:

  • Type. Specify the attachment type.
  • Category. Specify the attachment category.
  • Status. Specify the attachment status.
  • Owner. Specify the attachment owner.
  • Team. Specify the team that owns the attachment.
  • Description. Enter attachment description.