AdvoLogix Help

Adding the 'Attachments' Related List to the Task Page Layout

Updated

The ability to store attachments directly on the task is a new feature in Salesforce.com that was part of the Winter '11 release, if your administrator has not yet updated the task page layouts to include the attachments related list, then it may appear that the attachments were not uploaded.  

Details Below:

New Task creation page

New Task creation page

If you do not already see the 'Attachments' related list (highlighted in green) - follow the directions below to add the Attachments related list to the TASK page layout:

1. Your Name

2. Setup

Under App Setup choose:

3. Customize

4. Activities

5. Task Page Layout

6. Choose Edit next to the Layout (do the following - below- for each Task layout)

 

Editing the Task page Layout

Editing the Task page Layout

1. Choose Related Lists

2. Click on the Attachments related list

and

3. DRAG & Drop the Attachments related list in the related list area below Custom Links

4. Click SAVE

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