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How to Add Attachments to Tasks

15 Jun 2026

Items you might want to attach to a task (part of the Pro or Enterprise packages) can include handouts and questionnaires, to name a few.

Go to the Task tab and select the edit button for the desired task.

Click New Attachment, and the Add Attachment button will appear.

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Add the Attachment Details

Choose the file to be attached.

Enter a description if desired.

Click update task.

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To view the attachment, select the Attachment Name, and a new tab will open. From there, you can print or download through your browser.

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