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  • Overview
    • Introduction
    • Daylite Navigation
    • Apple Integration
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    • Calendar Integration
    • Email Integration
    • Managing New Business
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    • Linking
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  • Contact Management
    • Managing Contacts
    • People
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    • Importing Contact Information
    • Contact Integration
  • Calendars
  • Using the Daylite Calendar
  • The Value of Linking
  • Types of Calendars
  • Calendar Integration
  • Filling in a New Calendar Appointment
  • Calendar Settings
  • Opportunities
    • Opportunities
  • Email Integration
    • What is Daylite Mail Assistant?
    • Turning on the Daylite Mail Assistant Extension
    • The Daylite Mail Assistant Window
    • Sending an Email using Daylite Mail Assistant
    • Daylite Mail Assistant and Apple Mail
    • Filling in a Daylite Mail Assistant Record
    • Using Daylite Mail Assistant in Real Life
    • Mail Assistant Settings
  • Task Management
    • Overview
    • Tasks View
    • Creating a New Task
    • Editing Your Tasks
    • Viewing your Tasks in Calendar
    • Adding a File to your Task
  • Groups
    • Using Groups
  • Notes
    • Using Notes
  • Segmentation
    • How to Segment your Data
  • Linking, Roles and Relationships
    • Why is Linking Important?
  • Search
    • Using Daylite Search
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    • What's in the Trash?
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  1. Task Management

Adding a File to your Task

PreviousViewing your Tasks in CalendarNextUsing Groups

Last updated 1 year ago

There are three different ways to add Files to your Task.

Select Add File from the … button on the right hand side of the Daylite app.

Now you can select how you want to attach a File to your Task.

A Copy of a File

This adds a copy of the file to Daylite and the file is then available to all users to view in their Daylite. This type of file attachment its most suited for documents that do not need to be edited further, such as PDFs.

A Reference to a File

This is a link to the path of a local file that is available on the Mac in Finder. Note: Files added in this way will NOT be available to other Daylite users on other computers.

A Reference to a File on the Internet

This is essentially a URL link to a web page or perhaps a shared file that is available on file storage services such as DropBox, SharePoint etc. This would be a good method to use for a file that needs update contributions from multiple people. A spreadsheet would be a excellent example of this type of file.