Ability to attach docs/files to Tasks

Agree this would be valuable.

Thanks Jeff!

Hi Andrew, Jeff,

We are working on enhancing our file attachment capabilities in Cockpit and C360, so your feedback is very timely. Could you please expand a little on why it's important to add these files from within the Task and not the CTA or any other level/area? Would love to fully understand your process and use case.

Thanks,
Manu

Sure!
This request is mainly because my account managers are keeping a running task list for each
account. Over a year, they expect to attach many files to each accounts Task-list
CTA, and they will have no way of identifying which task each file was associated
with if the file is only attached at the CTA level. This will make the list of
attachments long, unorganized, and hard to reference back to.

Did this help?

Is there any chance GS is working on a way to attach files to CTAs without using Chatter?  We do not use Chatter.

The new activities and notes feature we are working on will support direct attachments in subsequent releases. The same feature/functionality will be extended to Cockpit as well. Any top asks or things to keep in mind (permissions?) as we build this?

Off the top of my head, ease of searchability and reporting come to mind.

Thanks, Jeff. Searchability makes total sense -- will just have to figure out how to accommodate this inside Cockpit, and to what degree, as we won't have as much space available as on 360 views. Regarding reporting, any examples you could share?

One of our challenges is that we want to make sure all files that we put in Gainsight are synced and attached in Salesforce.  Today, the Account Managers will have to attach the file in Gainsight and also in Salesforce on the account so our sales team and others can see it.  It would be nice if we could attach a file to a task and then when it syncs to SFDC the file is added to the Notes & Attachments section automatically.  The private Chatter group does not work for us and is very unorganized since the files are not connected to the accounts.