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Can I Attach Files to Task/Event?

You can attach related documents so that the Task / Event includes all the necessary information:

1. Open Task/Event creating form. Here you can select: upload the document from your PC, or browse document from Amberlo storage:

Attach Files to TaskEvent1

The added document will appear on the Task/Event Attachments list:

Attach Files to TaskEvent2

If you need to attach the document by editing Task/Event, simply click the button + next to Attachments and then select Upload or Browse:

Attach Files to TaskEvent3

Attach Files to TaskEvent4

After you click the button Create (or Update), added documents will appear on the Documents list: 

1. Contact Documents list:

Attach Files to TaskEvent5

2. General Documents list:

Attach Files to TaskEvent6


We hope this will help you to start using it smoothly. If you have any questions or feedback, please feel free to contact us via support@amberlo.io. We are always happy to hear from you!