Work with files
Share documents in the activity helps organize the files needed to complete the goal 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.
We can add a link or attachment while creating 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 Edit > More Options.
Attaching files to an activity stores the file in the activity. Files attached to an activity can only be accessed by members of the activity.
- 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 are not searchable. To upload a file that we can share with a wider audience later, add the file to the Files application. We can add a link to a file or folder in the Files application from the activity entry to share it with the activity members. Files that you attach to an activity entry are stored within the activity.
The default maximum size limit for file attachments is 10 MB, but this value can be changed by the administrator.
- Click Add Custom Fields > Link to File to add a link to a file.
Select the file to link to. The files available depend on what is deployed in the environment. For example, if the Files application is deployed in the environment, then we can create a link to a file stored in the Files application. If a Linked Library is available for the deployment, then we can create a link to a file stored in the library. If we select to create a link from My computer, the file that is selected is uploaded to the activity and a link is created.
If the Files application is deployed or Linked Libraries are enabled, My computer is unavailable.
- Click Add Custom Fields > Link to Folder to add a link to a folder.
The folders available depend on what is deployed in the environment. For example, if the Files application is deployed in the environment, then we can create a link to a folder created in the Files application. If a Linked Library is available for the deployment, then we 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. We can also add links in the description field. Use the link icon in the Description toolbar to add a link.
Parent topic:
Add activity content
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