How to add files to a task? | Online Help - Bigin by Zoho CRM

How to add files to a task?

To add files to a task record

1. Open the Bigin app on your Mac.
2. Navigate to the Activities  module.
3. Select the desired task record.
4. Switch to the Files tab.
5. Select the Add Files option.

You may choose the desired attachment type from the available options: Camera, Photo Library, Files, Link, and Insert From Phone.

Note: The Insert From Phone option allows you to use your iPhone as a remote extension of your Mac camera to do the following:
  1. Take Photo
  2. Scan Documents
  3. Add Sketch

When you save a photo, document or sketch on your iPhone, it will be sent as an attachment to your Mac automatically, with no need for manual transfer.