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Uploading a file to an activity

Add a file to an activity to share it with other activity users.

  1. Right-click a file name from Windows™ Explorer and select HCL Connections > Add to Activities.

  2. If you connect to more than one site, select a site to upload the file to.

  3. 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. Optionally add a due date.
      3. Add people or communities as members with specified access.
      4. Click Create. Note: Creating a new activity is not available if you are connecting to a Connections Cloud site.

  4. If you are adding the file 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 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 person's 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 alphabetic list of names or type a person's name into the Type to filter this list field.

        If the activity has more than 500 members, you can click Next to see additional names.

        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.

    • 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.

        If the activity has more than 500 members, you can click Next to see additional names.

        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.

      • 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.

      • (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 is remembered as you switch between each list.
      • Add a due date.

  5. 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.

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

  7. Click Upload.

Parent topic:Uploading and sharing files