Add documents to Activities

Add Word, Excel, and PowerPoint documents to an activity.

This topic provides one way to add Microsoft Office documents to an activity. We can also add documents from the File tab in Office applications by clicking Save & Send and then Send to IBM Connections.

1. Open the document.

2. Click the Connections tab.

3. Click Activities.

4. If we connect to more than one site, select a site to upload the document to.

5. Do one of the following:

   • Click Browse to find an existing activity, then do one of the following:

     1. Select My activities and choose from the list of activities you own or are a member of. The list includes community activities.

     2. Select Search, then type characters to use to search for activities. The results include community activities.

     3. Click OK.

   • Click Create new activity, then:

     1. Type a name, tags, and a goal for the activity.

     2. Add a due date.

     3. Add people or communities as members with specified access.

     4. Click Create.

   Create a new activity is not available if we are connecting to a SmartCloud site.

6. If we 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 we 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 add the person as an individual activity member before we 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 SmartCloud 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 we 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 SmartCloud 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.

7. Add a due date.

8. Change the title, and add tags, a description, and new section. Type-ahead for the Tags and Section fields returns matches as you type to keep tags and section names consistent.

9. Mark the to-do item as private if you do not want other members to see it.

10. Click Upload.

Parent topic:
Use the Connections plug-in for Microsoft Office