Adding a to-do item

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 needed to complete an activity goal. You can view all of the to-do entries for an activity from the To Do Items view.

1. By default, the task is assigned to Anyone (shared). This means that any member of the activity can complete the task. To assign the to-do item to a specific member, click Choose a person.
2. In the Due date field, assign a date this task must be completed by.
3. Add content to the entry.
   • Click Attach File 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 uploaded to activities are not searchable. If you want to upload a file that you can share with a wider audience later, add the file to the Files application. You 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.

     Note: The maximum size limit for file attachments is 10 MB by default, but this value can be changed by your administrator.
   • Click Add Bookmark to add a web address to the entry.
   • 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 your environment. For example, if the Files application is deployed in your environment, then you can create a link to a file stored in the Files application. 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 selected is uploaded to the activity and a link is created.

     Note: 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 your environment. For example, if the Files application is deployed in your environment, then you can create a link to a folder created in the Files application. If a Linked Library is available for your deployment, then you can create a link to a folder stored in the library.

   • Click Add Custom Fields > Date Field 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.
   • Add Custom Fields > Person Field 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. This displays the proper business card.
   • Click Add Custom Fields > Text Field 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.

4. Use the Description field to describe the entry or add entry content. You can use the toolbar options to format the added text.
5. Select a specific section of the activity to add this entry to.
6. Select Mark this entry private to hide the entry from other members.
7. 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 was shared with a community, then you can notify a subset of the community members by selecting Community: community_name where community_name is the name of the community, and then selecting 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.