Uploading a file to an activity
Add a file to an activity to share it with other activity users.
Procedure
- Right-click a file name from Windows™ Explorer and select .
- If you connect to more than one site, select a site to upload the file to.
- Do one of the following:
- Click Browse to find an existing activity,
then do one of the following:
- Select My activities and choose from the list of activities you own or are a member of. The list includes community activities.
- Select Search, then type characters to use to search for activities. The results include community activities.
- Click OK.
- Click Create new activity, then:
- Type a name, tags, and a goal for the activity.
- Optionally add a due date.
- Add people or communities as members with specified access.
- Click Create.
Note: Creating a new activity is not available if you are connecting to a Connections Cloud site. - Click Browse to find an existing activity,
then do one of the following:
- If you are adding the file as a To Do item, by default,
the task is assigned to Anyone (shared), meaning
any member of the activity can perform the task, and then check it
off after it is completed. To assign the to-do item to a specific
member perform one of the following actions:
- Standard activity:
- To assign the to-do entry to a specific person, select Individual activity members, and then select the person's name from the list. To find people, scroll through the alphabetic list of names or type a person's name into the Type to filter this list field.
- If the activity is shared with a community, then you can assign the to-do item to a community member by selecting Community: community_name where community_name is the name of the community, and then selecting the persons name from the list.
- If a person is a member of a group that belongs to the activity, then you must add the person as an individual activity member before you can add them.
- Community activity to which all community members were added:
- Select the persons name from the list. To find people, scroll
through the alphabetic list of names or type a person's name into
the Type to filter this list field. If the activity has more than 500 members, you can click Next to see additional names.Note: The filter searches the names on the current page only. If there are multiple pages, click Next until you get to a page with names in the same alphabetic range as the name you are looking for, and then type the name into the filter box.
- Select the persons name from the list. To find people, scroll
through the alphabetic list of names or type a person's name into
the Type to filter this list field.
- Community activity to which only a subset of community members
were added:
- Select Individual activity members, and
then select the persons name from the list. To find people, scroll
through the alphabetic list of names or type a person's name into
the Type to filter this list field. If the activity has more than 500 members, you can click Next to see additional names.Note: The filter searches the names on the current page only. If there are multiple pages, click Next until you get to a page with names in the same alphabetic range as the name you are looking for, and then type the name into the filter box.
- To assign the to-do entry to a community owner, select community_name (community owners) where community_name is the name of the community, and then select the owners name from the list.
- (Connections Cloud only) To assign the to-do entry to both community owners and individual members, select owner names from the community_name (community owners) list where community_name is the name of the community, and then select individual names from the Individual activity members list. Your selections is remembered as you switch between each list.
- Select Individual activity members, and
then select the persons name from the list. To find people, scroll
through the alphabetic list of names or type a person's name into
the Type to filter this list field.
- Standard activity:
- Add a due date.
- Change the title, and add tags, a
description, and new section.Type-ahead for the Tags and Section fields returns matches as you type if you want to keep tags and section names consistent.
- Mark the to-do item as private if you do not want other members to see it.
- Click Upload.