Adding documents to Activities
Add Word, Excel, and PowerPoint documents to an activity.
About this task
Procedure
- Open the document.
- Click the IBM Connections tab.
- Click Activities.
- If you connect to more than one site, select a site to upload the document 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 document 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, click Choose a person, and then 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 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 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 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.
- (IBM Connections Cloud only) To assign the to-do entry to a person who is not an explicit member of the community activity, click Assign to New Member. Select a role to assign to the member that you are adding, and then begin typing the person's name or email address into the second field. As you type, a list of matching names is displayed. Click a name in the list to add that person, and then click Save. When the to-do entry is assigned to someone who is not a community member, that person is automatically added as an explicit member to the community.
- 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.
- (IBM 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 are remembered as you switch between each list.
- 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.