You can add one or more to-do items to an activity and
assign them to activity members. Use to-do items to manage the work
that is needed to complete an activity goal. You can view all of the
to-do entries for an activity from the To Do Items view.
About this task
When you click Add a To Do Item,
you can enter a short task description into the To Do field
and save the to-do item. The description that you enter identifies
the item and is displayed in all views that include the item. To add
more information, content, or to assign the to-do item, click More
options. The following steps include information for the
optional items in More options.
When
you are in an activity, you can create new to-do items or you can
create to-do items within existing entries. To add the to-do entry directly to the
activity, click Add To Do Item. To add the
to-do entry as a reply to another entry, open the entry, and then
click Add To Do Item.
Use the following
information to complete the additional options available when you
click More options.
- Assign the task to one or more members of the activity.
- By default, the task is assigned to Anyone (shared). Assigning a task
as Anyone (shared) means that any member of the activity can complete the
task.
- Click the Assigned To: drop-down and select One or more
activity members. You can then either Select All activity members
or select individual activity members (up to a limit of 50 members) from the members list.
- In the Due date field, assign a
date by which this task must be completed.
- Add content to the entry.
- Click to add a file to the entry.
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 Add Bookmark to add a web address
to the entry.
- 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.
- Click to add a Date field
to the entry. When you click the
empty field, a calendar control is displayed. You can either
type the date into the field or pick a date from the calendar control.
- to
add a Person field to the entry. As you type a name into the field, a list
of names from the directory is displayed. You can choose a name from
the list or continue typing the person's full name or email address.
Note: If you type the name of a person from within
Activities, you must pick from the type-ahead to add the person properly
instead of clicking the Add Members. Select
from the type-ahead entry that displays the correct business card.
- Click to add a plain text
field to the entry.
You can add as many types of fields as you want and you can
add fields of the same type multiple times. Rename a custom field
by clicking the field label. Remove a field by clicking the delete
field icon for that field.
You can change the label of file,
bookmark, or custom field to a name that better describes the purpose
of the field. For example, if you are using the entry to provide review
comments, you might want to add two name fields, an Author field
and a Reviewer field. You can also add a date
field that is labeled Review By Date, and then add a file attachment
with a field label of Document To Review.
- Use the Description field
to describe the entry or add entry content. You can use the toolbar
options to format the added text. You can also use @mentions to share
your entry directly with other people.
- Select a specific section of the activity
to add this entry to.
- Select Mark this entry private to
hide the entry from other members.
- Select Notify
people of this entry If you want to notify activity members
about this entry.
If you are using a stand-alone activity, you can notify all activity members by selecting
All individual members of this activity. If you do not want to notify everyone,
select specific members from the list. If the activity is shared with a community, then you can
notify a subset of the community members by selecting Community:
community_name. You can then select the boxes next to the names of
the members that you want to notify.
If you are using
a community activity, select specific members from the list.
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.
What to do next
After you save the to-do, you can create another one without
clicking Add To Do Item. If you want to create
another to-do item, enter it into the To Do field.
Otherwise, click Cancel to remove the text
field.