Sharing documents in your activity helps you organize the files that are needed to
complete your goal, all in one place. Add a link from an entry or to-do item to a file or folder.
Attach a file to an entry or to-do item.
Before you begin
You can add a link or attachment while you create a new entry or to-do item or to an existing
entry or to-do item. To update an existing entry, click More to display the
entry details and then click Edit. To update an existing to-do item, click
More to display the to-do item details and then click .
About this task
Attaching files to an activity stores the file in the activity. Files that are attached to an
activity can be accessed only by members of the activity.
Procedure
- Click Attach file to upload a file
into the activity.
Files that you attach are
uploaded to the activity and stored within the activity. The files cannot be shared outside the
membership of the activity. The contents of files that are uploaded to activities cannot be
searched. If you want to upload a file that you can share with a wider audience later, add the file
to the Files app. You can add a link to a file or folder in the Files app from the activity entry to
share it with the activity members. Files that you attach to an activity entry are stored within the
activity.
Note: The default maximum size limit for file attachments is 10 MB, but
this value can be changed by your administrator.
- Click to add a link to
a file.
Select the file to link to. The files available depend on what is deployed in your environment. For
example, if the Files app is deployed in your environment, then you can create a link to a file
stored in the Files app. If a Linked Library is available for your deployment, then you can create a
link to a file stored in the library. If you select to create a link from
My
computer, the file that is selected is uploaded to the activity and a link is created.
Note: If the Files app is deployed or Linked Libraries are enabled, My
computer is unavailable.
- Click to add a link
to a folder.
The folders available depend on what is deployed in your environment. For example, if the Files app
is deployed in your environment, then you can create a link to a folder created in the Files app. If
a Linked Library is available for your deployment, then you can create a link to a folder stored in
the library.
- Add a link to a file or folder in the description of the
entry or to-do item. You can also add links in the description
field. Use the link icon in the Description toolbar
to add a link.